Company Overview:

Rockstud Capital, a trailblazer in the Venture Capital and Private Equity Principals industry, offers expert fund advisory and management across SEBI registered schemes. We excel in nurturing early-stage startups, with a strong focus on environmental and social impacts alongside our robust listed equities investment strategies. Operating from Lower Parel, Mumbai, we are a team dedicated to maintaining transparency, customer-centric approaches, and exceptional performance in all our ventures. For more information, visit our website.

Job Overview:

We are seeking a dynamic Client Relationship Manager to join our mid-level team in Mumbai. This full-time role demands proficiency in cultivating and managing client relationships, supporting wealth management services, and enhancing client satisfaction. The ideal candidate will excel in new client acquisitions and act as a pivotal liaison to ensure seamless interactions with clients, delivering exceptional service aligning with our core values. Note: This role is meant for candidates with prior experience in the financial sector only.

Qualifications and Skills:

• Proven experience in new client acquisitions (Mandatory skill), demonstrating the ability to strategically identify and target potential clients efficiently.
• Proficiency in relationship management (Mandatory skill), focusing on maintaining and developing long-lasting relationships with clients at various levels.
• Demonstrated expertise in wealth management services (Mandatory skill), ensuring clients’ assets are managed effectively to meet their long-term objectives.
• Solid background in customer service management, with a track record of resolving issues promptly and maintaining high levels of client satisfaction.
• Excellent communication skills, enabling the conveyance of complex information clearly and building trust with clients.
• Aptitude for customer service, showcasing a friendly and professional demeanor to support client needs proactively.
• Exceptional problem-solving skills, resourcefulness, and the ability to work under pressure while ensuring client-specific goals are met.
• Strong organizational skills with a focus on attention to detail, enabling efficient management of multiple client relationships simultaneously.

Roles and Responsibilities:

• Develop and execute strategies for acquiring new clients and expanding the company’s client base.
• Build and maintain strong relationships with existing clients, ensuring high client retention and satisfaction.
• Act as the primary point of contact for clients, handling inquiries and resolving issues efficiently and effectively.
• Collaborate with internal teams to tailor financial services based on the unique needs and goals of each client.
• Provide insights and advice to clients on investment opportunities and wealth management tools, aligning with their financial objectives.
• Conduct regular performance reviews with clients, presenting reports and feedback to optimize their financial strategies.
• Stay informed on industry trends, market activities, and regulatory changes to provide up-to-date information and advice.
• Contribute to the company’s strategic planning by providing client feedback and identifying areas of improvement in service offerings.