Customer Relations Executive

3 weeks ago


Chandigarh, India Sahayak Associates Full time

**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’s portfolio is on par with expectations
- Build strong working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle
- Manage day-to-day portfolio activities and establish working plan for each project phase
- Analyze and appraise sales methods, costs, and results
- Facilitate project reviews and checkpoint meetings
- Analyze key performance indicators to produce reports on portfolio and projects
- Escalate issues that threaten portfolio and project success

**Required skills and qualifications**
- Possesses masters degree in finance field
- Two or more years of experience in financial planning and investment
- Certification in good standing, such as CFA, CFP, QPFP and NISM certification of mutual funds (Series VA) PMS and AIF distributors
- Knowledge of securities, insurance, and mutual fund industries
- Personal integrity and an ability to maintain confidentiality of company and client information
- Proficiency with financial planning software
- Have access to a laptop, personal conveyance and smartphone for work purposes
- Is willing to work and travel according to the client schedules/ routines.

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹20,000.00 - ₹30,000.00 per month

**Benefits**:

- Leave encashment

Schedule:

- Day shift

Ability to commute/relocate:

- Chandigarh, Chandigarh: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 3 years (required)
- Customer relationship management: 3 years (required)

**Language**:

- English (preferred)

**Speak with the employer**
+91 9915987388



  • Chandigarh, India Haigreve Digital Pvt Ltd Full time

    **Responsibilities**: - Develop and execute PR campaigns to promote the company's products, services, and initiatives. - Plan and manage press releases, media events, and press conferences. - Build and maintain relationships with journalists, industry influencers, and key media outlets. - Monitor and analyze media coverage, and prepare reports on the...


  • Chandigarh, India Vibcare Pharma Full time

    **WORK FROM OFFICE** **Requirement** Excellent communication skills **Languages** Hindi (preferred) English (preferred) **Overview**: As a Customer Support Executive, you will play a pivotal role in ensuring customer satisfaction and retention by providing exceptional service and support. You will be **responsible for addressing inquiries, resolving...

  • Account Executive

    4 weeks ago


    Chandigarh, India Fuzion Public Relations Pvt. Ltd. Full time

    _**Job description**:_ - Maintain accurate and up-to-date records of financial transactions and documents. - Perform general bookkeeping tasks, such as recording journal entries and maintaining ledgers. - Support the month-end and year-end closing processes. - Stay updated on accounting regulations and best practices to ensure compliance. - Assist the...


  • Chandigarh, India NEXT CARE INC Full time

    **Role Overview**: As a Customer care Executive for our clothing brand, you will be managing all customer queries on website and other social media platforms **Responsibilities**: **Customer Communication**: Customer care executives are responsible for effectively and professionally communicating with customers through various channels, addressing...


  • Chandigarh, India Kalp Solutions Full time

    **Job Title**:Customer Care Executive** (International and Non-Voice Process) **Location**:Chandigarh** **Salary**: INR **20,000** in hand per month *** **Experience**:6 months** **Education**:Graduate (mandatory)** **Immediate Joiner: Yes** **Shift**:Rotational Shifts** We are currently hiring Customer Care Executives for our International and...

  • Public Relations

    5 days ago


    Chandigarh, India Tress Lounge, Sector 8, Chandigarh Full time

    customersA Public Relations Officer is a specialist in building and maintaining the positive image of a company. Public Relations Officers are often the first contact for organizations seeking to reach out in an informed way. They use press releases, social media, and other communications to shape and influence public impression and raise...


  • Chandigarh, India Re’equil India Full time

    We are looking for a qualified Customer Support Executive to manage a team of representatives who will offer excellent customer service and after-sales support.Responsibilities:Managing a team of representatives offering customer support.Overseeing the customer service process.Resolving customer complaints brought to your attention.Creating policies and...


  • chandigarh, India Skyway Solution Full time

    We are looking for a qualified Customer Care Executive to manage a team of representatives who will offer excellent customer service and after-sales support. You will create policies and procedures and oversee the customer service provided by the team. Responsibilities: Managing a team of representatives offering customer support. Overseeing the customer...


  • Chandigarh, India SUSHMA BUILDTECH LIMITED Full time

    Location: Zirakpur Exp - 3 Yrs Keyskills -Customer Support, Good Communication skills, Confident, professional Attituded. **Responsibilities**: - Cultivating solid relationships with clients through the provision of exceptional after-sales service. - CSAT would be a prime responsibility. - Achieving / Increasing CSAT/Customer feedback scores and analyzing...


  • chandigarh, India Re’equil India Full time

    We are looking for a qualified Customer Support Executive to manage a team of representatives who will offer excellent customer service and after-sales support. Responsibilities: Managing a team of representatives offering customer support. Overseeing the customer service process. Resolving customer complaints brought to your attention. Creating policies and...


  • Chandigarh, Chandigarh, India Millions Kart Private Limited Full time

    mWhat we can do for you: At Millions Kart, we make sure that you become the best version of yourself by helping you realise your full potential in an entrepreneurial and inclusive work environment. We will empower your ambitions through our competitive pay and benefits package. What you can expect from us? We succeed together and believe the best inspire...


  • Chandigarh, India Nath Outsourcing Solutions Pvt Ltd. Full time

    Protalk Solutions is a subsidiary of Eternity Solutions LLC based in New York. The team comprises skilled professionals with over 15 years of experience in consulting, contact center services, robotics, automation, and AI technology solutions. We specialize in process management and strive to achieve operational excellence throughout the customer life-cycle...


  • Chandigarh, India cresta Kans Full time

    we are hiring for the customer care executive profile for international profile **Salary**: ₹18,000.00 - ₹25,000.00 per month Schedule: - Night shift Ability to commute/relocate: - Chandigarh, Chandigarh: Reliably commute or planning to relocate before starting work (required) **Education**: - Higher Secondary(12th Pass)...


  • Chandigarh, India intelliworx consulting Full time

    We are hiring Customer Relationship Executive Experience-2 Years Salary-25k Location-Chandigarh Contact us- 9872489894 **Job Types**: Full-time, Permanent **Salary**: ₹21,402.23 - ₹24,585.26 per month Schedule: - Day shift - Morning shift **Experience**: - total work: 1 year (preferred) - Customer service: 1 year (preferred) **Language**: -...


  • Chandigarh, India Chandigarh University Full time

    Job description - Manage and Maintain communication and refine internal processes that support to the highest-ranking executive’s company-wide, coordinating internal and external resources to expedite workflow. - Plan and orchestrate work to ensure the senior executives’ priorities are met. - Coordinate complex scheduling and extensive calendar...


  • Chandigarh, India idias unlimited Full time

    We are hiring for Customer Care Executive - Experience - 6 months to 2 years - Salary - 20-25k - Location - Chandigarh - Schedule - Day Shift - Qualification - Bachelors (preferred) - Skills - Proven customer support experience or experience as a Client Service Representative, Track record of over-achieving quota, Strong phone contact handling skills and...


  • Chandigarh, India Profession Hike Full time

    Customer support executive will be primarily responsible for handling customer queries in a professional and timely manner. You should be able to oversee your team members and provide support as and when required. Also, you should be able to conduct follow-up calls. You should have excellent communication skills and the ability to offer an enhanced...


  • Chandigarh, India DEVELO MOLECULES Full time

    customer care executive (Female) required for a nutraceutical company at sector 22 chandigarh. science graduates ( BSc, nursing, bio tech, dietetics etc ) are eligible to apply. age less than 30 years. please call or whatsapp Mr Neeraj Sabharwal at 7973864069 **Salary**: ₹10,600.26 - ₹26,286.77 per month **Benefits**: - Paid sick time Schedule: -...


  • Chandigarh, India Santokh Klinics Full time

    Young energetic executive liasoning officer/ public relation officer. Experienced preffered or MBA **Salary**: ₹18,000.00 - ₹20,000.00 per month Schedule: - Day shift Ability to commute/relocate: - NEAR VIVEK HIGH SCHOOL, Chandigarh - 160014, Chandigarh: Reliably commute or planning to relocate before starting work (required) **Experience**: -...


  • Chandigarh, Chandigarh, India Purple Bridge Consultancy Full time

    Position Title: Public Relation Assistant Location: Sector 54, Chandigarh **Job Description**: We are on the lookout for a dynamic Communications Liaison based in Sydney to play a pivotal role in shaping our brand identity and fostering robust partnerships with both clients and media outlets. Your strategic acumen and knack for leading impactful campaigns...