Senior Client Support Executive

Naikwealth; Mumbai; On-site; INR 500,000 - 700,000; Full time

Job summary

A leading mutual fund distributor in Maharashtra seeks a Senior Client Support Executive to provide excellent service to high-net-worth individuals. The role demands over 3 years of experience in client service within the mutual fund industry. Candidates should possess strong communication skills and a sound knowledge of mutual fund products. NISM certification is a must. The position is based in Goregaon and offers a dynamic environment with opportunities for professional growth.

Qualifications

• MBA/Inter CA is preferred.
• Minimum 3 years of client service experience in the mutual fund industry.
• Excellent communication and interpersonal skills required.
• Proficiency in MS Office, CRM software, and online platforms necessary.
• Knowledge of mutual fund products and related policies essential.
• Ability to handle multiple tasks and prioritize effectively.
• Capability to work under pressure and meet deadlines.
• NISM certification in mutual fund distribution or equivalent is required.

Responsibilities

• Respond to client queries via various channels in a timely manner.
• Provide accurate information about mutual fund products.
• Resolve issues related to transactions and accounts.
• Coordinate with stakeholders for service delivery.
• Track and report client feedback to improve satisfaction.
• Maintain client records in compliance with regulations.
• Educate customers on mutual fund investment benefits.
• Identify and escalate high-priority issues.
• Stay updated with market trends and regulatory changes.

Job description

Company Profile:

A D Naik Wealth is one of India’s top mutual fund distributors, specializing in wealth creation and protection for High-Net-Worth Individuals (HNIs). As a trailblazer in financial services, A D Naik Wealth emphasizes trust, innovation, and exceptional client service.

Job Description: Senior Client Support Executive

Role Overview

Key Responsibilities:

• Respond to client queries via phone, email, chat, or social media in a timely and professional manner.
• Provide accurate and relevant information about mutual fund products.
• Research and resolve issues related to transactions, accounts, statements, NAVs, dividends, tax implications, etc.
• Coordinate with internal and external stakeholders, such as fund houses, registrars, banks, and regulatory bodies, to ensure smooth service delivery.
• Track and report client feedback, complaints, and suggestions to improve customer satisfaction and retention.
• Maintain and update client’s records and documentation in compliance with SEBI regulations.
• Follow up with clients to ensure their queries are resolved and their expectations are met.
• Educate and guide customers on the benefits of mutual fund investments and the features of our platform.
• Identify and elevate complex or high-priority issues to the appropriate team or manager.
• Stay updated with the latest market trends, fund performance, and regulatory changes affecting mutual fund investments.

Candidate Profile:

• MBA/Inter CA
• Minimum 3 years of experience in client service in the mutual fund industry.
• Excellent communication and interpersonal skills, both verbal and written.
• Proficient in MS Office, CRM software, and online platforms.
• Knowledge of mutual fund products, services, processes, and policies.
• Ability to handle multiple tasks and prioritize effectively.
• Ability to work independently and as part of a team.
• Ability to work under pressure and meet deadlines.
• NISM certification in mutual fund distribution or equivalent.

Location: Goregaon
Email: [e-mail] / [e-mail]