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Investment Relationship Executive

caring click Full Time Business Ahmedabad, Gujarat, India N/A Posted 20/5/2026

About the Role

Location: Ahmedabad Company: IIFL Franchise Partner – Caring Click About the Role We are hiring motivated candidates for an Investment Relationship Executive role focused on client servicing, Demat account activation, SIPs, Mutual Funds, and investment-related support. This role is suitable for candidates interested in financial services, wealth management, and client relationship building. Opportunity to work in financial services associated with IIFL ecosystem. Responsibilities Assist clients with Demat and investment account activation Assist clients with Mutual Funds, SIPs, Demat and investment-related services Build and maintain long-term client relationships Follow up with interested leads and existing clients Coordinate with internal teams for smooth onboarding Requirements Good communication skills Interest in finance/investment sector Basic understanding of financial products preferred Freshers and experienced candidates both can apply B.Com / BBA / MBA Finance preferred NISM certification is an advantage Compensation Fixed salary: ₹18,000 – ₹25,000/month + Performance incentives up to ₹ 12,500/- Growth opportunities in financial services sector

Skills Required

Financial Services

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