- 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
- 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
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Intelliworx Consulting Chandigarh, IndiaWe are seeking a skilled and experienced Stock Operator to join our team. As a Stock Operator, you will be responsible for analyzing financial data, monitoring stock market trends, and executing trades on behalf of our clients. You will play a crucial role in managing and optimiz ...
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Female Backend Executive
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WallStreet Investments Chandigarh, Chandigarh, IndiaNeed Female Backend executive for Investments company · **Job Types**: Full-time, Fresher, Walk-In · Pay: ₹8, ₹12,000.00 per month · Schedule: · - Day shift ...
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WallStreet Investments Chandigarh, IndiaNeed Female Backend executive for Investments company · **Job Types**: Full-time, Fresher, Walk-In · **Salary**: ₹8, ₹12,000.00 per month · Schedule: · - Day shift · **Speak with the employer** · ...
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Tiger Wealth Private Limited Chandigarh, IndiaWe are looking for an Operations Executive who has proven good knowledge of Mutual funds, the stock market, and investment banking. · **Job Types**: Full-time, Permanent · Pay: ₹30, ₹35,000.00 per month · Schedule: · - Day shift · Work Location: In person · **Speak with the emplo ...
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Operation Executive- Mutual Fund
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Integgral Corporate Service Chandigarh, Chandigarh, IndiaWe need Operation Executive for Chandigarh location who is having good experience in BFSI sector, Mutual Fund, Stock market & investment banking. · - Bachelor's degree in Finance, Business, Economics, or a related field. · - work experience: 2 - 3 years (required) · - Previous ex ...
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Operations Executive
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Tiger Wealth Private Limited Chandigarh, Chandigarh, IndiaWe are looking for an Operations Executive with proven good knowledge of Mutual funds, the stock market, and investment banking. · Kindly share your resume on Whatsapp · **Job Types**: Full-time, Permanent · Pay: ₹20, ₹25,000.00 per month · **Benefits**: · - Life insurance · - P ...
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Mutual Fund Operations
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Customer Relationship Executive Investments - Chandigarh, India - Sahayak Associates
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
Requirements
Join Sahayak Associates as aCustomer Relationship Executive in the mutual fund InvestmentAdvice industry. Take your career to the next level withus