Customer Relationship Executive
3 days ago
Company Description
PTIC INDIA is a leading mutual fund distributor with over 26 years of financial experience. Located in Defence Colony, New Delhi, India, we specialize in wise investments through efficient tax planning and portfolio building to meet your financial goals. We have successfully served over 6,000 clients, investing in various equity and debt schemes.
Role Description
This is a full-time on-site role for a Customer Relationship Executive , located in Defence Colony. The Relationship Manager will be responsible for building and maintaining relationships with clients, understanding their financial needs, and providing suitable investment solutions. Daily tasks include advising clients on mutual fund investments, carrying out financial planning, and ensuring effective communication between the company and its clients.
Qualifications
- Strong interpersonal and communication skills
- Experience in financial planning and tax planning
- Knowledge of mutual funds and investment portfolio management
- Excellent client relationship management skills
- Ability to analyze financial data and provide strategic recommendations
- Bachelor's degree in Finance, Economics, Business Administration, or related field
- Relevant certifications (e.g., CFP) are a plus
- Strong organizational skills and attention to detail
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