Executive / Associate - Investments and Client Relations

CAGRfunds; Mumbai; On-site; INR 300,000 - 600,000; Full time

Job summary

A wealth management firm is looking for a full-time client manager in Mumbai. This role focuses on client onboarding and service, analyzing financial products, and ensuring clients receive tailored suggestions. Candidates should possess a bachelor's degree in a relevant field and ideally have some experience with mutual funds. The position does not involve sales, creating a supportive environment for professional growth.

Qualifications

• Graduate (freshers preferred).
• Working knowledge of mutual funds is a plus.
• Knowledge of personal finance is essential.

Responsibilities

• Client onboarding and managing service requests.
• Reviewing client portfolios and suggesting actions.
• Downloading statements and facilitating client transactions.
• Calculating capital gains and liaising with AMC RMs.

Skills

Client relationship management

Knowledge of Mutual Funds

Service orientation

Financial product analysis

Education

Bachelor's degree in Finance, Economics, Business, or related field

CFP or CFP candidate (preferred)

Job description

Salary: 3-6L per annum, basis the experience and suitability of the candidate.

Company Description

CAGRfunds is a wealth management company that simplifies the investing decision making process. Their solutions are customized to individual investment goals and provide easy-to-understand reports to track investments efficiently. The company's team of experts conducts in‑depth research on various investment opportunities within mutual funds.

Role Description

This is a full‑time on‑site role for somebody who can manage our existing pool of clients and ensure delightful service and relationship building with them. This role is located in Mumbai at CAGRfunds. The role involves working closely with existing clients. This role does NOT involve any sales aspect.

Primary responsibilities would include:

• Client onboarding, preparing mutual fund suggestions for individuals and families
• Address all service requests of the clients - ensure response time to be within 24 hours.
• Review existing portfolios of clients, develop an understanding of what actions need to be taken on the portfolios
• Downloading statement of accounts, reports + enabling transactions for clients
• Analysis of financial products
• Calculation of capital gains on redemption, exit load and other such computations related to client actions
• Liaison with AMC RMs to remove bottlenecks, if any in the transaction and reporting process
• Facilitate change of bank, change of ARN code, KYC and other formalities with respect to new and existing clients

Qualifications

• Graduate (Fresher CFPs / CFP candidates will be preferred)
• Experience of working with a mutual fund distributor will be a plus (not looking for more than 2 years of experience)
• Knowledge of Mutual Funds and Personal Finance
• Bachelor's degree in Finance, Economics, Business, or related field