Mutual Fund Executive

Year    KL, IN, India

Job Description

Develop and maintain strong relationships with clients to understand their evolving financial needs. Address their concerns and queries promptly and professionally.

Act as the primary point of contact for clients and assist them with account opening, KYC compliance, and other necessary documentation.

Ensure compliance with all legal requirements and documentation for clients.

Identify opportunities to introduce additional investment products and services offered by Investment or Securities to clients, maximizing potential revenue and enhancing customer engagement.

Collaborate with internal departments, such as research, compliance, and operations, to ensure smooth service delivery and resolve client-related issues effectively

Job Types: Full-time, Permanent

Pay: From ?12,000.00 per month

Benefits:

Health insurance Provident Fund
Ability to commute/relocate:

Calicut, Kerala: Reliably commute or planning to relocate before starting work (Required)
Education:

Bachelor's (Preferred)
Experience:

Technical support: 1 year (Preferred) total work: 1 year (Preferred)
Work Location: In person

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Job Detail

  • Job Id
    JD4406862
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    KL, IN, India
  • Education
    Not mentioned
  • Experience
    Year