Executive - Client Support

2 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.
- Experience
- 1 - 3 Years
- Salary
- 5 Lac To 7 Lac P.A.
- Industry
- Sales & Marketing / Business Development / Telecaller
- Qualification
- B.Com
- Key Skills
- Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner Product Portfolio Management Client Servicing Client Service Operations



  • Delhi, Delhi, India SkilledSquad Consulting Pvt. Ltd. Full time

    **Job Title**: CRM & Client Support Executive **Location**: Patparganj, Delhi **Industry**: Printing & Packaging **Salary**: ₹20,000 - ₹25,000 per month **Type**: Full-time, On-site **WFO, 6 Days** **About the Role** We are seeking a well-organized and proactive CRM & Client Support Executive to join our team in Patparganj, Delhi. This is a...


  • Delhi, India Wigzo Technologies Pvt. Ltd Full time

    Responsibilities: - Be a liaison between account managers & clients. - Responsible for maintaining a high level of professionalism with clients and working to establish a positive rapport with every caller - Update client information in the database - Work with the management team to stay updated on product knowledge - Become a pro in campaign builder tools...


  • Delhi, Delhi, India Executive Access Full time

    About the internshipSelected intern s day-to-day responsibilities include 1 Assist the marketing lead in creating decks used for pitching to clients 2 Help standardize induction documents 3 Support the marketing lead and research head in conducting secondary research Skill s requiredMS-PowerPointEarn certifications in these skillsWho can applyOnly...


  • Delhi, Delhi, India Spectrum Events Full time

    **Job Title**: Client Servicing Executive **Location**: Okhla Phase-II, New Delhi **Experience**: 1-3 Years **Industry**: Event Management **Employment Type**: Full-Time **About Us**: We are a leading event management company known for crafting impactful, memorable events for top-tier clients. Our dynamic team is passionate, creative, and driven by a desire...


  • Delhi, Delhi, India BrandMommy Markcom LLP Full time

    **Job Title**: Client Servicing Executive **Job Summary**: **Key Responsibilities**: - Serve as the primary point of contact for assigned clients and maintain strong relationships. - Understand client requirements, objectives, and business goals and passing it on to the team. - Coordinate with internal teams (creative, marketing, operations) to ensure...


  • Delhi, India Starinn suites & Retreat Ltd. Full time

    Overseeing the customer service process. - Resolving customer complaints brought to your attention. - Handling customer concerns and complaints in a timely manner. - Establishing a positive rapport with all clients and customers via phone. Qualifications and Skills: - Bachelor's degree preferred. - Previous experience in customer service or a similar role,...


  • Delhi, Delhi, India Triedge Solutions Full time

    Client Relationship Executive - **Start Date**: Immediate - **Location**: Uttam Nagar, Delhi - **Salary**: 15,000 - 20,000 + incentive - **Job Type**: Full-time **Qualifications & Skills** - Graduate/Post-Graduate - Good communication in English & Hindi - Confident - Well-Dressed & Well-Groomed **Roles and Responsibilities** - Acquisition of new clients -...


  • Delhi, Delhi, India Roadcast Tech. Solutions Pvt. Ltd. Full time

    **Greetings to all,** We are looking to employ a Client servicing executive to handle all client inquiries, concerns, and complaints in a professional manner. The client servicing executive’s responsibilities include collaborating with the relevant departments to better address client needs, providing regular updates to higher management, and upselling...


  • Delhi, Delhi, India Roadcast Tech. Solutions Pvt. Ltd. Full time

    **Greetings to all,** We are looking to employ a Client servicing executive to handle all client inquiries, concerns, and complaints in a professional manner. The client servicing executive’s responsibilities include collaborating with the relevant departments to better address client needs, providing regular updates to higher management, and upselling...


  • Delhi, Delhi, India Roadcast Tech. Solutions Pvt. Ltd. Full time

    **Greetings,** We are looking to employ a Client servicing executive to handle all client inquiries, concerns, and complaints in a professional manner. The client servicing executive’s responsibilities include collaborating with the relevant departments to better address client needs, providing regular updates to higher management, and upselling company...