Mutual Fund Executive

5 days ago


Kozhikode, Kerala, India Artha Financial services Full time ₹ 1,20,000 - ₹ 1,80,000 per year

· Develop and maintain strong relationships with clients to understand their evolving financial needs. Address their concerns and queries promptly and professionally.

· Act as the primary point of contact for clients and assist them with account opening, KYC compliance, and other necessary documentation.

· Ensure compliance with all legal requirements and documentation for clients.

· Identify opportunities to introduce additional investment products and services offered by Investment or Securities to clients, maximizing potential revenue and enhancing customer engagement.

· Collaborate with internal departments, such as research, compliance, and operations, to ensure smooth service delivery and resolve client-related issues effectively

Job Types: Full-time, Permanent

Pay: From ₹12,000.00 per month

Benefits:

  • Health insurance
  • Provident Fund

Ability to commute/relocate:

  • Calicut, Kerala: Reliably commute or planning to relocate before starting work (Required)

Education:

  • Bachelor's (Preferred)

Experience:

  • Technical support: 1 year (Preferred)
  • total work: 1 year (Preferred)

Work Location: In person



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