Customer Relationship Executive Investments

Sahayak Associates; Chandigarh; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Sahayak Associates in Chandigarh, India, is seeking a proactive professional to support financial planning and wealth management services. You will assist clients, map goals, review portfolios, and educate customers on investment options with a needs-based approach.

The role requires MBA, certifications in investments, strong Excel skills, and excellent English communication. You will work with clients, stakeholders, and team members to ensure goals are met and drive meaningful financial

Qualifications

• MBA degree required.
• Certifications in investments/financial markets preferred.
• Must be a self-starter with a proactive attitude.
• Excellent English communication and reporting skills.

Responsibilities

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

Skills

Communication skills

Presenting

Reporting

Education

MBA

Certifications in investments

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.

Tasks

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