Customer Relationship Executive Investments

Sahayak Associates is a leading financial planning and wealth management firm in Chandigarh India. Our comprehensive range of services includes goallinked 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 customerfocused needsbased 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 clientplanning sessions to ensure all contractual obligations are met and performance of clients 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 Selfstarter 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

Join Sahayak Associates as a Customer Relationship Executive in the mutual fund Investment Advice industry. Take your career to the next level with us!