Customer Relationship Executive Investments
2 days ago
Job Description Sahayak Associates is a leading financial planning and wealth management firm in Chandigarh, India. Our comprehensive range of services includes goal-linked financial analysis, retirement planning, diverse insurance solutions, children plans, estate planning, and will writing services. We are committed to providing complete financial planning for our clients and conducting regular portfolio reviews to ensure they achieve their financial goals. Tasks Job 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 Requirements - MBA. - Have a good understanding of core business concepts and certification courses in investment and financial markets. - Must be a Self-starter with a passionate, positive and enthusiastic attitude. - Excellent communication, presenting and reporting skills in English language desired - Expertise in Microsoft Office products especially Microsoft Excel - Have access to a laptop, personal conveyance and smart phone for work purposes Join Sahayak Associates as a Customer Relationship Executive in the mutual fund Investment Advice industry. Take your career to the next level with us
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Customer Relationship Executive Investments
13 hours ago
Chandigarh, India Sahayak Associates Full timeSahayak Associates is a leading financial planning and wealth management firm in Chandigarh India Our comprehensive range of services includes goal-linked financial analysis retirement planning diverse insurance solutions children plans estate planning and will writing services We are committed to providing complete financial planning for our clients and...
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Customer Relationship Executive Investments
6 days ago
Chandigarh, India Sahayak Associates Full timeSahayak Associates is a leading financial planning and wealth management firm in Chandigarh, India. Our comprehensive range of services includes goal-linked financial analysis, retirement planning, diverse insurance solutions, children plans, estate planning, and will writing services. We are committed to providing complete financial planning for our clients...
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Customer Relationship Executive Investments
3 weeks ago
Chandigarh, India Sahayak Associates Full timeSahayak Associates is a leading financial planning and wealth management firm in Chandigarh, India. Our comprehensive range of services includes goal-linked financial analysis, retirement planning, diverse insurance solutions, children plans, estate planning, and will writing services. We are committed to providing complete financial planning for our clients...
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Customer Relationship Executive Investments
1 week ago
Chandigarh, Chandigarh, India Sahayak Associates Full time ₹ 2,00,000 - ₹ 2,50,000 per yearSahayak Associates is a leading financial planning and wealth management firm in Chandigarh, India. Our comprehensive range of services includes goal-linked financial analysis, retirement planning, diverse insurance solutions, children plans, estate planning, and will writing services. We are committed to providing complete financial planning for our clients...
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Customer Relationship Executive
4 days ago
Chandigarh, India Sahayak Associates Full time**Company Description** Sahayak Associates is a financial planner providing complete financial planning solutions to clients. They offer services such as goal-linked financial analysis, investment advice, tax planning, retirement planning, insurance, children plans, estate planning, and will writing services. Sahayak Associates aims to ensure that their...
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Relationship Manager
6 days ago
Nagpur, India Mihika Investments Full timeJob Description Company Description Mihika Investments is based in Nagpur, specializing in personalized investment solutions that align with your financial goals and risk appetite. Our services include expert guidance in Mutual Funds, SIP Planning, Tax-Saving Investments, Insurance Solutions, and more. We simplify the complex world of investments, helping...
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Mumbai, India Arbour Investments Full timeJob Description Responsibilities: Deal Origination: Identify and source investment opportunities through market research and networking. Build relationships with developers, investors, and financial institutions to maintain a strong deal pipeline and capitalize on emerging opportunities. Evaluation: Conduct risk analysis and market research to assess...
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Customer Relationship Executive
2 days ago
Kolkata, India Tata Capital Full timeJob Description Company Description Tata Capital Limited, a subsidiary of Tata Sons Limited, is a trusted and customer-centric financial services provider. Registered with the Reserve Bank of India as a Core Investment Company, Tata Capital offers a wide range of fund and fee-based financial services under the Tata Capital brand. The company caters to the...
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Backend Executive
6 days ago
Chandigarh, Chandigarh, India Tiger Investments Full time**Role Description** This is a full-time on-site role for a Mutual Fund Executive at TigerWealth in Chandigarh. The Mutual Fund Executive will manage client portfolios, provide investment advice, and conduct market research to make informed financial decisions. We are looking for an Operations Executive with proven good knowledge of Mutual funds, the stock...
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Customer Relationship Executive
3 weeks ago
Chandigarh, India Professionhike Full timeCompany Description Professionhike is a comprehensive search engine for individuals seeking information about higher education in India. Trusted by parents, students, and professionals in the field, Professionhike provides concise and pertinent details about colleges and universities. It serves as a one-stop destination for students to search for their ideal...
