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Client Service Associate
1 week ago
Designation/ Role:
Client Associate
Experience: 1 to 3 years
- experience
Location:
Bangalore / Mumbai / Delhi
Education:
Graduate with AFP/CFP/QPFP
Industry:
Financial Services / Personal Finance
Job description:
- Supporting the Client Relationship Manager in identifying client needs and providing them with the
- Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio Management
- Good understanding of Mutual funds, PMS, and other investment products.
- Collaborating with various departments within the organization, including Research, Insurance,
- Engaging with both existing and prospective clients alongside the Client Relationship Manager and
- Providing clients with pertinent information and insights regarding portfolio reviews, Systematic
Applicant Requirements:
- Strong oral and written communication skills.
- Proficiency in MS Excel and PowerPoint.
- Experience in investment advisory within the financial services sector will be an added advantage.
- Openness to learning and utilizing technology.
Experience Years
- Salary 4 Lac To 6 Lac P.A.
- Industry
- ITES / BPO / KPO / LPO / Customer Service
- Qualification
- Professional Degree
- Key Skills
- Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner
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