Customer Relationship Executive Investments

Sahayak Associates; Chandigarh; On-site; INR 350,000 - 550,000; Full time

Job summary

Sahayak Associates in Chandigarh, India is seeking a Customer Relationship Executive to guide clients through mutual fund investments, plan portfolios, and provide ongoing support for their financial goals. This role involves educating customers on investment options, mapping goals, documenting client activity, and coordinating planning sessions with stakeholders to ensure service excellence.

A MBA with investment knowledge, strong English communication, and proficiency in Excel are required; a

Qualifications

• MBA with investment and financial markets certification.
• Strong communication and reporting skills in English.
• Self-starter with a proactive, positive attitude.
• Proficiency in MS Excel.
• Access to a laptop, personal conveyance and smartphone for work.

Responsibilities

• Provide prompt, accurate customer service on financial planning and investments.
• Prospect for new business and follow up on warm leads.
• Educate customers about investment options using a needs-based approach.
• Hold internal and client status meetings and report on performance.
• Create and maintain client documentation.
• Plan and facilitate client-planning sessions to meet contractual obligations.
• Build strong relationships with clients, stakeholders, and team members through effective communication.

Skills

Communication

Presentation

Reporting

Self-starter

Positive attitude

English language

Education

MBA

Tools

Microsoft Excel

Job description

Sahayak Associates is a leading financial planning and wealth management firm in Chandigarh, India. Our comprehensive range of services includes goal-linked financial analysis, retirement planning, diverse insurance solutions, children plans, estate planning, and will writing services. We are committed to providing complete financial planning for our clients and conducting regular portfolio reviews to ensure they achieve their financial goals.

Position: Customer Relationship Executive - Mutual Fund Investment Advice industry.

Job Responsibilities

• Provide prompt, accurate, and friendly customer service. This will include responding to inquiries regarding Financial Planning, investment options, documentation, assisting with transfers, goal mapping and performance review against client goals.
• Prospect for new business through various channels and follow up with warm leads.
• Use a customer-focused, needs-based process to educate customers about investment options
• Hold internal and client facing status meetings, and updates that report on performance, issues, and continuous improvement
• Create and maintain comprehensive project and client documentation
• Plan and facilitate client-planning sessions to ensure all contractual obligations are met and performance of client's portfolio is on par with expectations
• Build strong working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle

Requirements

• MBA.
• Have a good understanding of core business concepts and certification courses in investment and financial markets.
• Must be a Self-starter with a passionate, positive and enthusiastic attitude.
• Excellent communication, presenting and reporting skills in English language desired
• Expertise in Microsoft Office products especially Microsoft Excel
• Have access to a laptop, personal conveyance and smart phone for work purposes