Sahayak Associates
Website:
sahayakassociates.in
Job details:
Sahayak Associates is a wealth management and financial planning firm focused on helping clients achieve their individual financial goals through customized strategies. The firm offers end-to-end services including goal-linked financial planning, retirement planning, insurance solutions, children’s education plans, and estate planning with will writing. Its approach includes detailed evaluation of the client’s current financial situation, risk profiling, and development of tailored asset allocation strategies, followed by regular portfolio reviews and course corrections. Sahayak Associates emphasizes disciplined investing, optimization of risk and return, and long-term wealth creation through a wide range of financial instruments. Guided by the motto of helping others achieve what they want, the firm aims to replace piecemeal investing with holistic, goal-driven financial planning.
Role Description The Client Relationship Executive is a full-time, on-site role based in Chandigarh. This role is responsible for managing and nurturing client relationships, serving as a primary point of contact for clients seeking guidance on investments, wealth management plans, and financial solutions. Day-to-day tasks include understanding client financial goals, coordinating portfolio reviews, facilitating risk profiling discussions, and supporting the delivery of goal-based financial plans. The Executive will handle client queries, schedule and conduct review meetings, maintain accurate records of client interactions, and collaborate with internal advisors to ensure timely updates and recommendations. This role also involves supporting client onboarding, explaining service offerings clearly, and ensuring a consistent, professional experience that builds trust and long-term engagement.
Qualifications
- Strong Business Relationship Management and Account Management skills to oversee client portfolios and ensure high levels of service and retention.
- Proven Client Relations and Relationship Building abilities to develop trust, understand client needs, and maintain long-term professional partnerships.
- Excellent Communication skills, including clear verbal and written communication, to explain financial concepts and recommendations in an accessible manner.
- Basic knowledge of financial planning, investments, and wealth management concepts; prior experience in financial services or advisory roles is an advantage.
- Ability to work in a structured, detail-oriented manner with good organizational skills and proficiency in common office productivity tools and CRM software.
- Bachelor’s degree in Finance, Business, Economics, or a related field preferred; relevant certifications in financial planning or investment advisory are a plus.
- Client-focused mindset, high integrity, and the ability to handle confidential information responsibly.
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