Client Service Associate

1 week ago


Delhi, Delhi, India Big Bee Consultant Full time

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
right financial planning assistance.

  • Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio Management
Services (PMS), Direct Equity, etc.

  • Good understanding of Mutual funds, PMS, and other investment products.
  • Collaborating with various departments within the organization, including Research, Insurance,
Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries.

  • Engaging with both existing and prospective clients alongside the Client Relationship Manager and
addressing client inquiries effectively.

  • Providing clients with pertinent information and insights regarding portfolio reviews, Systematic
Investment Plans (SIPs), and other relevant financial discussions.

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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