Job Description

About Sahayak Associates

Sahayak Associates is a Wealth Management firm that offers a complete range of solutions
to help build, manage and preserve wealth for its clients by executing strategies that
maximizes growth and optimizes risk.
At Sahayak, we are determined to offer a seamless customer experience that maintains the
highest standards of confidentiality and keeps the interest and financial goals of our
customer in mind.
Sahayak Associates comprises a team of experienced Finance Professionals and is one of the
fastest growing Wealth Management firm in the region handling more than 500 clients at
present.

Job Title: Customer Relations Executive - Investments
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\xe2\x80\x99s portfolio is on par with expectations

• Build strong working relationships with clients, stakeholders, and team members

through effective communication throughout the client life cycle


Job Requirements

• Minimum College degree with 2-3 years of experience within the financial

management industry: equity, investments, insurance etc.

• Have a good understanding of core business concepts and certification courses in

investment and financial markets.

• Must be a Self-starter with a passionate, positive and enthusiastic attitude.
• Excellent communication, presenting and reporting skills in English language

desired

• Expertise in Microsoft Office products especially Microsoft Excel
• Have access to a laptop, personal conveyance and smartphone for work purposes
  

• Is willing to work and travel according to the client schedules/ routines.
  

Additional Information

• Fixed salary/incentive based pay. Looking for someone who is willing to put

in extra hours at work to deliver value

• This position does not have standard working hours as timings might

change vary based upon client needs

For more information, please call/email us at:
info@sahayakassociates.in
+91-9872804694, 9530661434