Are you a fresher or early-career professional who enjoys talking to people and staying organised? Start your career in the stable finance industry with
zero sales, zero targets, and zero pressure.
We are looking for a confident and polite
Client Relationship Executive
to bridge the gap between our clients and our expert advisory team. If you are comfortable on the phone and have a professional demeanor, this role is made for you!
Role Overview
This is a
pure coordination and interaction role
. Your main focus is to ensure our clients feel supported and updated.
Key Responsibilities:
Client Communication:
Making and receiving calls with HNI (High Net-Worth) clients.
Meeting Coordination:
Scheduling Zoom meetings between clients and our Mutual Fund advisory team.
Follow-ups:
Managing reminders and basic client interactions via phone and professional WhatsApp.
Internal Liaison:
Passing vital information between clients and the internal team.
Documentation:
Handling basic record-keeping and scheduling.
Who Should Apply? (Perfect for Freshers!)
We prioritize
personality and communication skills
over technical finance knowledge. Full training is provided!
Communication:
Fluent in English & Hindi.
Confidence:
Comfortable speaking on calls or video meetings.
Professionalism:
Polite, well-mannered, and organised.
Location:
Preferably from Chandigarh, Mohali, Zirakpur, or Panchkula.
Experience:
0-2 years in tele-calling, CRM, front desk, or support roles.
Salary & Benefits
Fixed Salary:
?15,000 - ?25,000 per month (Negotiable based on fit).
Allowances:
Mobile & Internet reimbursement.
Security:
Health Insurance coverage.
Growth:
Full training provided with long-term career paths in finance.
Culture:
A friendly, professional, and supportive work environment.
Work Hours
Mon-Fri:
8:45 AM - 5:30 PM
Saturday:
10:00 AM - 5:00 PM
Note:
4th Saturday of every month is a holiday.
Share your resume on WhatsApp on 07404091623
Job Types: Full-time, Permanent, Fresher
Pay: ₹15,000.00 - ₹25,000.00 per month
Benefits:
Cell phone reimbursement
Health insurance
Leave encashment
Education:
Bachelor's (Required)
Language:
English fluently (Required)
Location:
Chandigarh, Chandigarh (Preferred)
Work Location: In person
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