Client Service Associate

Accrue Finvisor; New Delhi; On-site; INR 600,000 - 1,200,000; Full time

Benefits offered by this job

Leadership exposure

High learning environment

Job summary

Accrue Finvisor in Delhi seeks a client relationship professional to manage existing and prospective clients across equity, mutual funds, AIFs, PMS and bonds. You will understand client needs, provide product information, and ensure a positive experience while staying updated on market trends.

Coordinate meetings, seminars and training, identify cross-sell opportunities, and drive growth with proactive relationship building.

Qualifications

• Active listening and strong communication for client engagements.
• Understanding client needs across investment products and processes.
• Proactive, target-oriented approach with networking skills.
• Ability to manage client interactions and problem-solving.

Responsibilities

• Build and maintain strong relationships with existing and prospective clients.
• Understand client requirements across Equity, Mutual Funds, AIFs, PMS, bonds and follow internal processes.
• Conduct regular client interactions to provide product information and a positive experience.
• Stay updated with stock market trends and financial products.
• Coordinate for client meetings, seminars, and training programs.
• Identify opportunities for cross-selling and upselling financial products.
• Independently manage client meetings, presentations, follow-ups, and relationships.
• Contribute ideas to improve client engagement, retention and growth.
• Ensure client issues are resolved satisfactorily.
• Advise clients on trends and conditions of the business environment and capital markets.
• Participate in community and business functions to promote the brand.

Skills

Active listening

Extrovert personality

Communication skills

Networking

Relationship building

Convincing skills

Customer handling

Problem-solving

Self-starter

Target oriented

Education

Post-graduate degree

Job description

Role & responsibilities

• Build and maintain strong relationships with existing and prospective clients.
• Understand client requirements related to any investment products across Equity, Mutual Funds, AIFs, PMS, bonds and follow company internal processes diligently to serve the client..
• Conduct regular client interactions to understand their needs, provide product information, and ensure a positive client experience.
• Stay updated with stock market trends, financial products, and industry developments.
• Coordinate for client meetings, seminars, and training programs.
• Identify opportunities for cross-selling and upselling financial products to existing clients.
• Independently manage client meetings, presentations, follow-ups, and relationship-building activities.
• Contribute innovative ideas to improve client engagement, retention, and business growth.
• Ensures clients problems/ issues are resolved satisfactorily
• Provides advice and counsel to clients regarding trends and conditions of the business environment, capital markets and general credit trends.
• Participates in community and business functions/groups to ensure a positive image for the business and brand within the regions marketplace.

Preferred candidate profile

• Active listener, Extrovert with good communication skills.
• Experienced.
• Post-graduate in any stream.
• Should be a self-starter, proactive & target oriented.
• Should possess strong networking & relationship building skills.
• Must have good Convincing & Communication Skills.
• Good customer handling and problem-solving skills.

Perks and benefits

• Get to work closely with the leaders of the industry.
• High learning and innovation environment