Customer Relationship Executive: Investment

2 days ago

Industrial Area Sector, India Sahayak Associates Full time

**About Sahayak Associates**

Sahayak Associates is a Wealth Management firm that offers a complete range of solutions
to help build, manage and preserve wealth for its clients by executing strategies that
maximizes growth and optimizes risk.
At Sahayak, we are determined to offer a seamless customer experience that maintains the
highest standards of confidentiality and keeps the interest and financial goals of our
customer in mind.
Sahayak Associates comprises a team of experienced Finance Professionals and is one of the
fastest growing Wealth Management firm in the region handling more than 500 clients at
present.

**Job Title: Customer Relations Executive - Investments**

**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

**Job Requirements**
- Minimum College degree with 2-3 years of experience within the financial
- management industry: equity, investments, insurance etc.- 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 smartphone for work purposes
- Is willing to work and travel according to the client schedules/ routines.

**Additional Information**
- Fixed salary/incentive based pay. Looking for someone who is willing to put

in extra hours at work to deliver value
- This position does not have standard working hours as timings might

change vary based upon client needs

+91-9872804694, 9530661434

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