Client Service Associate

6 days ago

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- 1 - 3 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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