Client Support Executive | Relationship Management

Corporate Stalwarts; Hyderabad; On-site; INR 350,000 - 600,000; Full time

Job summary

Corporate Stalwarts invites applications for an operational support role assisting RM's in managing client portfolios and ensuring smooth onboarding. You will coordinate with Mutual Fund AMCs, banks, and external partners to resolve queries and assist in month-end and year-end financial reporting.

The ideal candidate is a graduate in Finance/Commerce/Business with strong analytical and communication skills; freshers are welcome, experience in banking, mutual funds, wealth management, or fintech

Qualifications

• Graduates in Finance/Commerce/Business preferred.
• Strong analytical and communication skills required.

Responsibilities

• Provide operational support to RM's in managing client portfolios and ensuring smooth client onboarding.
• Coordinate with Mutual Fund AMCs, banks & external partners to resolve client queries.
• Support month-end and year-end financial reporting.

Skills

Analytical skills

Communication skills

Education

Finance/Commerce/Business degree

Job description

Provide operational support to RM's in managing client portfolios & ensuring smooth client onboarding. Coordinate with Mutual Fund AMCs, banks & other external partners to resolve client queries. Support month-end and year-end financial reporting.

Required Candidate profile

• Graduates in Finance/Commerce/Business are preferred.
• Experience in banking, mutual funds, wealth management, or fintech is an advantage.
• Freshers with strong analytical and communication skills.