Client Relationship Manager

Company Description

Established in 2009, Moat Wealth Associates LLP is a Financial Service company. We offer innovative solutions with superior risk-adjusted returns for our clients by having proper asset allocation of Debt and Equity in the portfolio, making periodic portfolio reviews and rebalancing our top priority to help achieve success. Moat Wealth focuses on Relationships and offers personalised services to each of our clients.

If closing deals excites you and client trust is your strength, this role is for you.

Hiring a Relationship Manager – Wealth Management.

✨ What You’ll Be Doing

* Manage Investment portfolio of company provided Clients

* Client meetings, pitching & closures

* Selling Mutual Fund, PMS and other financial products

* Lead generation through networks & events

* Organising financial awareness sessions & promotions

* Managing client servicing end-to-end

* Achieving monthly & quarterly targets

Who Should Apply

* Graduate with strong communication skills

* 1–3 years of experience in Mutual Fund / PMS sales (B2C)

* NISM – Mutual Fund Distribution certified

* Self-motivated, ownership mindset

* Experience with MF distributors, wealth firms, or bank assurance preferred