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

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