Customer Relationship Executive Investments

3 weeks ago

Chandigarh, India Sahayak Associates Full time

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 Sahayak Associates

  • Customer Relationship Executive Investments

    4 weeks ago

    Chandigarh, India Sahayak Associates Full time

    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...

  • Customer Relationship Executive Investments

    1 week ago

    Chandigarh, Chandigarh, India Sahayak Associates Full time ₹ 2,00,000 - ₹ 2,50,000 per year

    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...

  • Customer Relationship Executive Investments

    3 weeks ago

    Chandigarh, India Sahayak Associates Full time

    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...

  • Customer Relationship Executive

    1 week ago

    Chandigarh, Chandigarh, India PATAAREE STUDIOS PRIVATE LIMITED Full time

    **Job description** **Company Description** Pataaree Studios Pvt. Ltd is a wedding design studio founded by friends Shagun Bawa and Rekha Thakur in the year 2016. The studio aims to reinvent and personalize the Great Indian Wedding experience by offering curated, handmade wedding ceremony essentials and gifting. Located in Chandigarh, Pataaree Studios...

  • Customer Relationship Executive

    8 hours ago

    Chandigarh, Chandigarh, India Kapsons Fashion Private Limited Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Job Title: Customer Relationship Executive in Retail SectorLocation: ChandigarhDepartment: Customer ServiceReports to: Customer Relationship ManagerPosition Summary:The Customer Relationship Executive (CRE) will be responsible for building and maintaining strong relationships with retail customers to ensure high levels of customer satisfaction, loyalty, and...

  • Customer Relationship Executive

    3 hours ago

    Chandigarh, Chandigarh, India HR World Solutions Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Job Title: Customer Relationship Executive Retail SectorLocation: ChandigarhDepartment: Customer ServiceReports to: Customer Relationship ManagerPosition Summary:The Customer Relationship Executive (CRE) will be responsible for building and maintaining strong relationships with retail customers to ensure high levels of customer satisfaction, loyalty, and...

  • Customer Relationship Executive

    1 week ago

    Chandigarh, Chandigarh, India Professionhike Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionProfessionhike 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...

  • Female Backend Executive

    6 days ago

    Chandigarh, India WallStreet Investments Full time

    Need Female Backend executive for Investments company **Job Types**: Full-time, Fresher, Walk-In **Salary**: ₹8,000.00 - ₹12,000.00 per month Schedule: - Day shift **Speak with the employer** +91 9041225555

  • Customer Relationship Executive

    4 days ago

    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**: -...

  • Customer Relationship Executive

    2 weeks ago

    Chandigarh, Chandigarh, India Profession Hike Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Job Details:-Customer Relationship 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...