Customer Relationship Manager
Customer Relationship Manager
Customer Relationship Manager
Customer Relationship Manager
Customer Relationship Manager
Customer Relationship Manager
Customer Relationship Manager
Customer Relationship Manager
Customer Relationship Manager
Customer Relationship Manager
Customer Relationship Manager
Customer Relationship Manager
Customer Relationship Manager
Customer Relationship Manager
Customer Relationship Manager
Customer Relationship Manager
Customer Relationship Manager
Customer Relationship Manager
Position Summary:
Designation: Customer Relationship Manager
Location: 901 - 903, International Wealth Center, B/s C B Patel Health Club, VIP Road,Vesu,Surat, Gujarat 395007
Salary: ₹10,000.00 -₹20,000.00 per month
Experience Required: Minimum 2–5 years of experience
About Us:
Ckredence Wealth is the innovational growth of Chirag Investments as a comprehensive wealth management services provider. Established in 1987, Ckredence wealth is a trusted industry player with 40+ dedicated employees. With three branches Surat-Mumbai-Baroda, we deliver exceptional financial solutions, our success is driven by a commitment to innovation, collaboration, and customer satisfaction.
We are looking for a detail-oriented and motivated individual to join our team as a Operations Executive. The ideal candidate will possess strong Excel skills (advanced level preferred), a proactive attitude toward learning new tools, and the ability to handle diverse back-office tasks. In this role, you will assist with service-related functions, perform routine calculations, and contribute to process improvement initiatives while ensuring smooth day-to-day operations.
Key Responsibilities:
Client Relationship Management:
Maintain and develop strong relationships with HNI and retail clients.
Serve as the primary point of contact for assigned clients, ensuring prompt and effective resolution of queries and issues.
Regularly update clients on market trends, investment opportunities, and portfolio performance.
Sales & Advisory Support:
Understand client financial needs and provide suitable investment options across equity, mutual funds, bonds, PMS, AIFs, etc.
Support business development by cross-selling and upselling investment products.
Assist in achieving revenue targets through client retention and acquisition.
Onboarding & Documentation:
Guide new clients through KYC, account opening, and compliance formalities.
Ensure all documentation is complete and compliant with regulatory norms (SEBI, NSE/BSE, etc.).
Market Awareness:
Stay informed about financial markets, stock movements, and product innovations.
Share insights and recommendations with clients in collaboration with the research team.
Client Servicing & Reporting:
Monitor client portfolios and generate performance reports.
Coordinate with back-office and operations to ensure smooth transaction processing and reporting.
Key Skills & Competencies:
Strong interpersonal and communication skills
Financial and investment acumen
Client-focused approach
Good understanding of equity markets and financial instruments
Problem-solving and decision-making abilities
Proficiency in CRM software and MS Office tools
Qualifications:
Bachelor’s degree in Finance, Commerce, or related field (MBA/PGDM preferred)
NISM certifications (Series VII, VA,XI etc.) will be an added advantage
Minimum 2–5 years of experience in client servicing/sales in wealth management or broking industry
Why Join Us?
Opportunity to work in a dynamic, growing company.
Gain exposure to various aspects of business operations, including data analysis, service management, and process improvement.
A collaborative and supportive work environment where you can develop new skills and advance your career.
Two Saturdays off every month
How to Apply:
Please send your resume and cover letter to hardi.gandhi@ckredencewealth.com or call on +91 85110 81187 to take it forward. You Can Also click the "Apply Form" button at the top.
Position Summary:
Designation: Customer Relationship Manager
Location: 901 - 903, International Wealth Center, B/s C B Patel Health Club, VIP Road,Vesu,Surat, Gujarat 395007
Salary: ₹10,000.00 -₹20,000.00 per month
Experience Required: Minimum 2–5 years of experience
About Us:
Ckredence Wealth is the innovational growth of Chirag Investments as a comprehensive wealth management services provider. Established in 1987, Ckredence wealth is a trusted industry player with 40+ dedicated employees. With three branches Surat-Mumbai-Baroda, we deliver exceptional financial solutions, our success is driven by a commitment to innovation, collaboration, and customer satisfaction.
We are looking for a detail-oriented and motivated individual to join our team as a Operations Executive. The ideal candidate will possess strong Excel skills (advanced level preferred), a proactive attitude toward learning new tools, and the ability to handle diverse back-office tasks. In this role, you will assist with service-related functions, perform routine calculations, and contribute to process improvement initiatives while ensuring smooth day-to-day operations.
Key Responsibilities:
Client Relationship Management:
Maintain and develop strong relationships with HNI and retail clients.
Serve as the primary point of contact for assigned clients, ensuring prompt and effective resolution of queries and issues.
Regularly update clients on market trends, investment opportunities, and portfolio performance.
Sales & Advisory Support:
Understand client financial needs and provide suitable investment options across equity, mutual funds, bonds, PMS, AIFs, etc.
Support business development by cross-selling and upselling investment products.
Assist in achieving revenue targets through client retention and acquisition.
Onboarding & Documentation:
Guide new clients through KYC, account opening, and compliance formalities.
Ensure all documentation is complete and compliant with regulatory norms (SEBI, NSE/BSE, etc.).
Market Awareness:
Stay informed about financial markets, stock movements, and product innovations.
Share insights and recommendations with clients in collaboration with the research team.
Client Servicing & Reporting:
Monitor client portfolios and generate performance reports.
Coordinate with back-office and operations to ensure smooth transaction processing and reporting.
Key Skills & Competencies:
Strong interpersonal and communication skills
Financial and investment acumen
Client-focused approach
Good understanding of equity markets and financial instruments
Problem-solving and decision-making abilities
Proficiency in CRM software and MS Office tools
Qualifications:
Bachelor’s degree in Finance, Commerce, or related field (MBA/PGDM preferred)
NISM certifications (Series VII, VA,XI etc.) will be an added advantage
Minimum 2–5 years of experience in client servicing/sales in wealth management or broking industry
Why Join Us?
Opportunity to work in a dynamic, growing company.
Gain exposure to various aspects of business operations, including data analysis, service management, and process improvement.
A collaborative and supportive work environment where you can develop new skills and advance your career.
Two Saturdays off every month
How to Apply:
Please send your resume and cover letter to hardi.gandhi@ckredencewealth.com or call on +91 85110 81187 to take it forward. You Can Also click the "Apply Form" button at the top.