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Chandigarh

    Customer Relationship Executive Investments - Chandigarh, India - Sahayak Associates

    Sahayak Associates
    Sahayak Associates Chandigarh, India

    1 day ago

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    Description

    Sahayak Associates is a leading financialplanning and wealth management firm in Chandigarh India. Ourcomprehensive range of services includes goallinked financialanalysis retirement planning diverse insurance solutions childrenplans estate planning and will writing services. We are committedto providing complete financial planning for our clients andconducting regular portfolio reviews to ensure they achieve theirfinancialgoals.

    Tasks

    JobResponsibilities

    • Provideprompt accurate and friendly customer service. This will includeresponding to inquiries regarding Financial Planning investmentoptions documentation assisting with transfers goal mapping andperformance review against clientgoals.
    • Prospect for new business throughvarious channels and follow up with warmleads.
    • Use a customerfocused needsbased processto educate customers about investmentoptions
    • Hold internal and client facing statusmeetings and updates that report on performance issues andcontinuous improvement
    • Create and maintaincomprehensive project and clientdocumentation
    • Plan and facilitateclientplanning sessions to ensure all contractual obligations aremet and performance of clients portfolio is on par withexpectations
    • Build strong working relationshipswith clients stakeholders and team members through effectivecommunication throughout the client lifecycle

    Requirements

    • MBA.
    • Havea good understanding of core business concepts and certificationcourses in investment and financialmarkets.
    • Must be a Selfstarter with apassionate positive and enthusiasticattitude.
    • Excellent communication presentingand reporting skills in English languagedesired
    • Expertise in Microsoft Office productsespecially Microsoft Excel
    • Have access to alaptop personal conveyance and smart phone for workpurposes

    Join Sahayak Associates as aCustomer Relationship Executive in the mutual fund InvestmentAdvice industry. Take your career to the next level withus



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