Customer Relations Executive

9 hours ago

Dadar Mumbai Maharashtra, India SP Tulsian Investment Advisory Services Pvt Ltd Full time

**Job Title: Customer Relations Executive**

**Type**:Work from Office

**Location**: Kohinoor Square, Dadar, Mumbai

**Workdays**: Monday to Friday (Saturday holiday)

**Experience**: Freshers welcome, 1-2 years of experience preferred

**Language Requirements**: Fluent spoken English and basic Hindi

**Joining**:Immediate

**About Us**

SPTulsian Investment Advisory Services is a dynamic and innovative financial services firm specializing in delivering investment advice to clients. We are expanding and looking for enthusiastic individuals to grow with us.

**Role Overview**

We’re hiring a **Customer Relations Executive** to manage client communication, assist in onboarding, solving queries, support business development, and ensure a smooth customer experience.

**Key Responsibilities**
- Serve as a point of contact for clients, addressing inquiries and ensuring a smooth client experience
- Support end-to-end onboarding of new clients, including documentation, compliance checks, and account activation
- Track and follow up on leads, ensuring seamless communication and engagement with potential customers
- Build and maintain strong client relationships through query solving, co-ordination for KYC (know your client) and other updates
- Strong organizational and time management skills with the ability to manage multiple clients and tasks simultaneously

**What We’re Looking For**
- Strong communication and people skills
- Organized and proactive approach
- Willingness to learn

**Job Types**: Full-time, Fresher, Internship

Pay: ₹15,000.00 - ₹20,000.00 per month

Work Location: In person

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