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

**Job Requirements**
- MBA in Finance 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.

**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)

**Education**:

- Master's (required)

**Experience**:

- total work: 2 years (required)
- Investment: 2 years (required)

**Language**:

- English (required)

**Speak with the employer**
+91 9915987388

  • Public Relations Executive

    4 days ago

    Chandigarh, Chandigarh, India Fuzion Public Relations Pvt. Ltd. Full time

    **-**Being able to work in a team of 8-10 PR professionals, reporting to an experienced PR professional - Leveraging and maintaining existing media relationships while cultivating new ones as requiredContent creation as required - Ability to develop SOP practices and ensure they are followed. - Understanding of Regional Media across the country Pay:...

  • Public Relations Executive

    1 week ago

    Chandigarh, Chandigarh, India Resonance Concepts & Designs Full time

    **Post - Public Relation** Experience - 1-2 year The position of Public Relations Executive at Resonance India Pvt. Ltd. is an on-site, full-time role located in Chandigarh. The Public Relations Executive will be responsible for managing the company's communications with external parties, including customers, media, and other stakeholders. The Public...

  • Telecaller / Customer Relation Executive

    13 hours ago

    Chandigarh, India Universal Studies & Immigration Full time

    **Roles and Responsibilities**: - Handle Customer's Inbound and Outbound Calls. Solving Queries. - Telling Them About Products / Offers / Services. Answering phones and explaining the product and services offered by the company. - Follow-up existing customers as well as prospective customers for updates. - Obtaining customer information and other relevant...

  • Customer Relation Executive

    4 days ago

    Chandigarh, Chandigarh, India Sahayak Associates Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    TasksProvide prompt, accurate, and friendly customer service. This will include providing the most cost-effective comprehensive Insurance coverage to clients.Prospect for new business through various channels and follow up warm leads. Shall involve responding to inquiries regarding coverage, policy changes, insurance availability etc.Use a customer-focused,...

  • Guest Relations Executive

    2 weeks ago

    Chandigarh, Chandigarh, India Meliaa - A Fine Cuisine Bar Full time

    **Job brief** **Responsibilities** - Review arrival lists to welcome guests - Attend to special guests (e.g. VIPs) and answer their inquiries - Help prepare welcome folders with collateral (e.g. room service menus, area descriptions) - Provide information about amenities, area and venues and promote services - Anticipate guest needs and build rapport with...

  • Public Relation Executive

    4 days ago

    Chandigarh, Chandigarh, India G-LEUHR Full time

    We are looking for a proactive and dynamic **Public Relations Executive** to manage external communications, build strong media relations, and enhance the brand’s reputation. The role involves executing PR campaigns, handling media coverage, drafting press releases, and ensuring consistent brand visibility. The position also requires **travel for events,...

  • Customer Relation Executive

    2 weeks ago

    Chandigarh, India Sahayak Associates Full time

    Tasks Provide prompt, accurate, and friendly customer service. This will include providing the most cost-effective comprehensive Insurance coverage to clients. Prospect for new business through various channels and follow up warm leads. Shall involve responding to inquiries regarding coverage, policy changes, insurance availability etc. Use a...

  • Guest Relation Executive

    2 weeks ago

    Chandigarh, India Hyatt Corporation Full time

    Guest Relation Executive Hyatt Centric Hyatt Centric Sector 17 Chandigarh IN - ChandigarhFront OfficeEntry Level ManagerFull-timeReq ID: CHA LocalSummary You will be responsible to assist with the efficient running of the department in line with Hyatt International's Corporate Strategies and brand standards, whilst meeting employee, guest and owner...

  • Customer Relationship Executive

    2 weeks ago

    Chandigarh, India Sahayak Associates Full time

    **Company Description** Sahayak Associates is a financial planner providing complete financial planning solutions to clients. They offer services such as goal-linked financial analysis, investment advice, tax planning, retirement planning, insurance, children plans, estate planning, and will writing services. Sahayak Associates aims to ensure that their...

  • Public Relation Executive

    4 days ago

    Chandigarh, Chandigarh, India G-LEHUR Full time ₹ 3,00,000 - ₹ 3,60,000 per year

    We are looking for a proactive and dynamic Public Relations Executive to manage external communications, build strong media relations, and enhance the brand's reputation. The role involves executing PR campaigns, handling media coverage, drafting press releases, and ensuring consistent brand visibility. The position also requires travel for events, media...