Job Description

Job Position Description

We are seeking a dynamic and client-focused

Customer Relationship Executive

to join our team. In this role, you will be the primary point of contact for a portfolio of clients, ensuring their needs in equity trading and mutual fund investments are met with exceptional service. You will build strong, long-lasting relationships, provide tailored advice, and facilitate seamless transactions.

Key Responsibilities

Client Relationship Management:

Build and maintain strong, trust-based relationships with a portfolio of HNI and retail clients.

Investment Advisory:

Understand clients' financial goals and risk tolerance to provide tailored advice on mutual funds, stocks, and other investment products.

Transaction Facilitation:

Assist clients with the execution of trades (buy/sell), mutual fund transactions (subscriptions/redemptions), and ensure all related documentation is completed accurately.

Query & Complaint Resolution:

Address client inquiries, concerns, and complaints promptly and professionally via phone, email, and in-person meetings, coordinating with internal teams as needed.

Market Insights & Reporting:

Keep clients informed about market developments and provide regular portfolio updates and investment reports.

Compliance:

Ensure all client interactions and transactions adhere to SEBI/AMFI guidelines and internal company policies.
Qualifications and Skills
Any HSC Pass out. (only female)
Office Time: 9am to 6pm (Monday to Saturday )

Office Location: Kandivali west Near Railway Station.

Job Types: Full-time, Fresher

Pay: Up to ?10,000.00 per month

Work Location: In person