Customer Relationship Executive Investments

Sahayak Associates is a leading financial planning and wealth management firm in Chandigarh, India. Our comprehensive range of services includes goal-linked 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 customer-focused, needs-based 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 client-planning sessions to ensure all contractual obligations are met and performance of client's 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

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

Skills Required

Microsoft Office, Microsoft Excel