Smart Finserve

Mumbai 22 Feb 2022

Job Title

Client Relationship Manager

Job City


Company Profile

Smart Finserve has been into Mutual Funds Distribution and Insurance broking since 2013. Following the Principals of Financial Planning, we suggest clients invest in Mutual Funds and also cover their risks with suitable Insurance policies.

Job Profile & Responsibilities

  • Client Data Management
  • Regular reviewing of Clients portfolio
  • Preparing for Review meetings
  • Correspondence with clients for any service related queries
  • Preparing product related info sheets”

Prefered Qualifications

  • B.Com
  • Knowledge of Computers i.e. Excel, Word
  • CFP / QPFP / AFP


Desired Candidate Profile

The candidate should have sound knowledge of Financial Planning concepts and should have the attitude of Client First approach. Preference would be given to candidates having worked in Mutual Fund or Insurance Industry.

Additional Details

  • Only Male Candidates can apply.
  • Preference will be given to candidates staying in Central Suburbs. (Thane, Mulund, Bhandup, Vikhroli)

Salary Range

From Rs. 2.16 Lakhs To Rs. 3 Lakhs p.a.

How to Apply