Customer Relations Executive

1 week ago

Chandigarh, India Sahayak Associates Full time

**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
- Manage day-to-day portfolio activities and establish working plan for each project phase
- Analyze and appraise sales methods, costs, and results
- Facilitate project reviews and checkpoint meetings
- Analyze key performance indicators to produce reports on portfolio and projects
- Escalate issues that threaten portfolio and project success

**Required skills and qualifications**
- Possesses masters degree in finance field
- Two or more years of experience in financial planning and investment
- Certification in good standing, such as CFA, CFP, QPFP and NISM certification of mutual funds (Series VA) PMS and AIF distributors
- Knowledge of securities, insurance, and mutual fund industries
- Personal integrity and an ability to maintain confidentiality of company and client information
- Proficiency with financial planning software
- Have access to a laptop, personal conveyance and smartphone for work purposes
- Is willing to work and travel according to the client schedules/ routines.

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹20,000.00 - ₹30,000.00 per month

**Benefits**:

- Leave encashment

Schedule:

- Day shift

Ability to commute/relocate:

- Chandigarh, Chandigarh: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 3 years (required)
- Customer relationship management: 3 years (required)

**Language**:

- English (preferred)

**Speak with the employer**
+91 9915987388

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