Customer Relationship Manager

JRG Financial Services Pvt. Ltd.; Gurgaon; On-site; INR 600,000 - 900,000; Full time

Benefits offered by this job

Competitive salary

Performance incentives

Job summary

JRG Financial Services Pvt. Ltd. is seeking an experienced Operations Relationship Manager to ensure seamless client servicing and efficient execution of transactions across Mutual Funds and Insurance.

You will coordinate with clients, Relationship Managers and channel partners to enable timely processing and high-quality service. The role requires strong communication in English and Hindi, sharp attention to detail, and the ability to manage multiple tasks within deadlines.

Qualifications

• Bachelor’s degree in Commerce, Business Administration, Finance or related field is required.
• NISM Series V-A is a plus.
• Experience in end-to-end operations in financial services is preferred.

Responsibilities

• Manage end-to-end operations including transactions, KYC, policy issuance, renewals and service requests.
• Support onboarding and Relationship Management teams with documentation and processing.
• Coordinate with channel partners (AMCs, RTAs, insurers and other financial institutions) for timely processing and issue resolution.

Skills

English

Hindi

Mutual Fund operations

Insurance operations

Attention to detail

Coordination

Time management

Education

Bachelor’s degree in Commerce, Business Administration, Finance or related field

NISM Series V-A

Tools

MS Excel

Job description

JRG Financial Services Pvt. Ltd. | Full time

Wealth Escalator by JRG FinancialServices Pvt Ltd is a growing financial services firm specializing in the distributionof mutual funds, insurance, and investment solutions. The company focuses onhelping clients achieve their financial goals through personalized investmentstrategies and financial planning.

Weare looking for a dynamic Operations Relationship Manager to ensureseamless client servicing and efficient execution of financial transactionsacross Mutual Funds and Insurance. The role involves coordinating with clients,Relationship Managers and channel partners to facilitate smooth processing,timely resolution of service requirements and a high standard of clientexperience.

SkillsRequired

• Strong communication skills in English& Hindi.
  
• Good knowledge of MutualFund and Insurance operations.
  
• Strong attention to detail,follow-up and coordination skills.
  
• Ability to manage multiple tasksindependently and within timelines.
  
• Proficiency in AdvanceMS Excel.
  

Education

• Bachelor’s degree in Commerce,Business Administration, Finance or related field.
  
• NISM Series V-A is a plus.
  

Requirements

• Manage end-to-end Operations,including transactions, applications, KYC, policy issuance, renewals,endorsements and service requests.
  
• Support client onboardingand Relationship Management teams with documentation, risk profiling,applications and transaction processing.
  
• Coordinate with channel partners,including AMCs, RTAs, insurers and other financial institutions, fortimely processing, follow-ups and issue resolution.
  
• Prepare daily/monthly MIS,reconciliation statements, trackers and operational reports.
  
• Competitive Salary +Performance Incentives