Job Description

contact-9329144909

Key Responsibilities:

Client Relationship Management:

Establish and maintain strong, long-term relationships with clients by providing personalized attention and understanding their financial needs and goals. Serve as the primary point of contact for clients seeking assistance with their mutual fund investments, portfolio management, and financial planning. Understand clients' financial situations and offer tailored recommendations for mutual funds, investment strategies, and financial planning.

Mutual Fund and Financial Planning Guidance:

Educate clients about the various mutual fund products, investment options, and help them select the most appropriate funds based on their risk tolerance and financial goals. Assist clients in reviewing their current portfolios, suggesting adjustments, and discussing performance metrics, fund selection, and potential risks. Provide support for financial planning queries, such as retirement planning, tax strategies, and wealth management.

Customer Service Excellence:

Respond promptly and professionally to client inquiries via phone, email, or chat regarding mutual funds, financial planning, and other financial services. Troubleshoot and resolve any issues or concerns related to transactions, account status, fund performance, or financial planning. Address and resolve client complaints effectively, ensuring positive outcomes and maintaining a high level of customer satisfaction.

Education and Financial Product Awareness:

Continuously educate clients on the benefits and risks of different mutual fund products and investment options. Stay updated on new mutual fund offerings, market trends, and changes in financial regulations to provide accurate and up-to-date information. Create and distribute educational materials such as newsletters, FAQs, and investment reports to enhance clients' financial knowledge.

Sales and Cross-Selling:

Identify opportunities to cross-sell or upsell additional financial products and services that could benefit the client (e.g., SIPs, retirement plans, or tax-saving instruments). Provide clear information to clients about promotional offers, new product launches, or investment opportunities.

Client Onboarding & Account Management:

Assist in the onboarding of new clients by explaining the account opening process, KYC documentation, and mutual fund investment procedures. Guide clients in setting up and managing their investment accounts, ensuring compliance with regulatory requirements and company policies. Help clients track their investments and assist with any necessary account modifications or withdrawals.

Reporting & Documentation:

Maintain accurate records of client interactions, transactions, and portfolio updates. Document client feedback, requests, and complaints to provide actionable insights for improving service and product offerings. Prepare and submit weekly or monthly performance reports to the management team.

Key Skills and Qualifications:

Experience:

1 years min of experience in customer service or client relationship management, preferably within the financial services industry (mutual funds, wealth management, or financial planning). Prior exposure to mutual funds, investment strategies, and financial planning is highly preferred.

Education:

Bachelor's degree in Finance, Business Administration, Economics, or a related field

Skills:

Strong communication skills, both verbal and written, with the ability to explain complex financial concepts in a simple and clear manner. Proficient in using CRM systems, Microsoft Office, and other customer service tools. Strong interpersonal skills with a client-first attitude and the ability to build rapport with clients. Ability to multitask, manage time effectively, and work independently with minimal supervision. Detail-oriented with strong analytical skills to assess clients' financial situations and suggest suitable solutions.

Personal Traits:

Customer-focused with a passion for helping clients meet their financial goals. Highly organized, responsible, and motivated to work in a fast-paced environment. High level of integrity, professionalism, and confidentiality when dealing with sensitive financial data. Ability to work collaboratively within a team, as well as independently.
Job Types: Full-time, Permanent, Fresher

Pay: Up to ?13,000.00 per month

Benefits:

Health insurance
Schedule:

Day shift
Supplemental Pay:

Performance bonus
Education:

Bachelor's (Preferred)
Experience:

total work: 1 year (Preferred)
Language:

English (Preferred)
Work Location: In person

Expected Start Date: 01/06/2025