Job Description

Job Summary

The Client Relations Executive will be responsible for managing and enhancing client relationships within the Mutual Funds division. The role involves client servicing, onboarding, transaction support, coordination with internal teams, and ensuring a high level of customer satisfaction while adhering to regulatory and compliance standards.

Key Responsibilities

Serve as the primary point of contact for clients regarding mutual fund investments Assist clients with account opening, KYC, FATCA, and documentation requirements Process mutual fund transactions including purchases, redemptions, switches, and SIP registrations Handle client inquiries related to NAVs, portfolio statements, fund performance, and transaction status Coordinate with fund houses, registrars, and internal operations teams to resolve client issues Ensure timely follow-ups on pending documentation and service requests Maintain accurate client records and update CRM systems regularly Support Relationship Managers in client meetings, reviews, and presentations Communicate product updates, regulatory changes, and market-related information to clients Ensure compliance with SEBI/AMFI regulations and company policies Proactively identify opportunities to improve client experience and retention
Required Skills & Competencies

Strong communication and interpersonal skills Customer-focused approach with problem-solving abilities Good understanding of mutual fund products and investment concepts Ability to manage multiple client requests efficiently Attention to detail and strong documentation skills Proficiency in MS Office and CRM systems
Qualifications & Experience

Bachelor's degree in Finance, Commerce, Business Administration, or related field 1-3 years of experience in client servicing or relationship management within mutual funds or financial services
Job Type: Full-time

Pay: ?10,000.00 - ?12,000.00 per month

Work Location: In person