Service Executive

7 months ago


Navrangpura Ahmedabad Gujarat, India Synergy Ace Solutions Pvt Ltd Full time

**Client Servicing**: Provide excellent service to mutual fund clients, addressing their inquiries, concerns, and requests promptly and professionally.
- **Account Management**: Manage client accounts, including processing transactions, updating account information, and resolving account-related issues.
- **Documentation**: Ensure all necessary documentation is completed accurately and efficiently for client transactions and account maintenance.
- **Compliance**: Ensure compliance with regulatory requirements and company policies regarding mutual fund operations and client interactions.
- **Communication**: Communicate effectively with clients, internal teams, and external partners to facilitate smooth operations and resolve any issues that may arise.
- **Product Knowledge**: Develop a thorough understanding of mutual fund products, including features, benefits, and investment strategies, to effectively assist clients and provide appropriate guidance.
- **Problem Solving**: Analyze and resolve complex client issues and inquiries, demonstrating a proactive and solutions-oriented approach.
- **Client Education**: Educate clients on mutual fund products, investment options, and financial planning concepts to empower them to make informed decisions.

**Job Types**: Full-time, Permanent, Fresher

Pay: From ₹15,000.00 per month

Ability to commute/relocate:

- Navrangpura, Ahmedabad, Gujarat: Reliably commute or planning to relocate before starting work (preferred)

**Experience**:

- total work: 1 year (preferred)

Work Location: In person



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