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Position Details:
Position Sales Support- Client Relationship @ International Money Matters Pvt. Ltd.
Company Name International Money Matters Pvt. Ltd.
Location MUMBAI, India
Job Type Sales Support- Client Relationship
Job Description

Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain. Please refer to the job descriptions for your reference.

Company Website :

Company Profile : International Money Matters Pvt. Ltd. (IMMPL) is a financial advisory established to help people achieve their goals. Back in the day, India hardly had any reliable and upstanding financial advisors who had the client's interest at heart and we wanted to step in and fill that space. Making the right investment at the right time can make all the difference and our expertise in financial planning can guide you towards making the right decisions. We focus on the client's interest above our own because the way we understand it, when our client grows, we grow. Each of our advisors and relationship managers take up the 'Certified Financial Planner' programme as recommended by the Financial Planning Standards Board, India.

Job Location : Mumbai

Job Profile & Responsibilities : 

  • Assisting RMs in responding to all queries received from clients, prospects, and the sales teams
  • Prepare Month end reports for all clients including special reports like Family Asset Allocation, Performance Reports, etc.
  • Assist clients in managing portfolios which include shares, mutual funds, insurance etc
  • Conduct regular review and analysis on client portfolios.
  • Prepare investment proposal by selecting products with asset allocation approach agreed upon as per the financial plan of the client.
  • Achieves customer service objectives by contributing customer service information and recommendations to strategic plans and reviews.
  • Responsible for end to end customer service of high net worth individuals and assisting the Relationship Manager in in maintaining healthy client relationships.
  • Provide detailed financial product recommendation on Mutual Funds, Direct Equity, FDs & Bonds, PMS Products, Insurance, Tax Advisory and Estate Planning.
  • Coordinate with Relationship Managers for preparing monthly dashboards
  • Keeping the customer relationship management system up-to-date.
  • Keeping an eye out for errors and inconsistencies
  • Any other ad-hoc duties as directed

Candidates Profile 

  • 6 Months -2 years of sales admin/sales support/account management within the financial services arena
  • Degree educated (AFP / CFP preferred)
  • Attention to detail
  • Excellent communication skills
  • Strong customer service skills
  • Be able to prioritize workloads
  • Show initiative to work alone as well as in a team
  • Proficient with MS-Office

Salary : As per Industry Standards

Additional Details Primarily the individual will support the sales team with generating quotes and inputting orders for existing customers, along with providing customer service support.
The role will be varied and will expose the individual to all aspects of sales and marketing.
We are seeking a highly motivated and organized candidate who has the ability to prioritize work in a fast-paced environment and manage external relationships. You will need to work with great attention to detail and be able to work well in a team as well as on your own initiative. Outstanding communication skills are paramount as you will constantly be communicating with customers and introducers.


Responsible for providing accurate analyses for new and existing clients as well as handling all sales administration including pricing, query handling, internal documentation and build strong relationships with suppliers to ensure the smooth running of all client accounts.

Interested candidates can mail their updated resumes at “ with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 15/06/2017

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