Client Acquisition Executive

About Us Anand Rathi Shares and Stock Brokers Limited is a leading financial services company with 30 years of proven market excellence. The company offers a wide range of products and services under brokerage and distribution of equities, commodities, currencies and mutual funds. Anand Rathi has a strong presence globally and serves a diverse client base.POSITION OVERVIEW The role serves as the primary touchpoint for onboarding Retail, Mass Affluent, and HNI investors into our mutual fund platform. The position is responsible for driving new client acquisitions by engaging prospective investors via structured outreach, providing accurate information on onboarding requirements, and facilitating a seamless account opening process including KYC completion and initial transaction assistance. The role demands strong communication, client handling capabilities, and adherence to compliance standards while representingAnand Rathis commitment to trust, transparency, and superior investor experience. KEY RESPONSIBILITIES Client Support & Assistance: Respond to client inquiries via phone, email, and chat regarding trading platforms, account management, order placement, and investment products with professional and courteous approach. Account Onboarding Support: Assist new clients through account opening process, documentation submission, KYC verification, and platform familiarization to ensure smooth onboarding experience. Product Knowledge Guidance: Provide accurate information about investment products like Mutual Funds including equities, SIFs, PMS and digital trading platforms tailored to client needs and risk profiles. ¢ Order Assistance & Troubleshooting: Help clients place orders, resolve technical issues, track order status, and address concerns related to trading executions and settlement processes with prompt resolution. ¢ Client Relationship Management: Maintain detailed client interaction records in CRM systems, follow up on pending issues, proactively address concerns, and ensure consistent, positive client experiences across all touchpoints. ¢ Feedback Collection & Escalation: Gather client feedback, identify service improvement opportunities, and escalate complex issues to senior management while maintaining professional resolution approach. ¢ Compliance & Documentation: Ensure all client interactions comply with financial services regulations, maintain accurate records, and follow Anand Rathi's compliance and quality standards.TECHNICAL REQUIREMENTS ¢ Communication Skills: Excellent verbal and written English communication skills with ability to articulate financial concepts clearly and professionally to diverse client base. ¢ Listening Skills: Strong active listening abilities with focus on understanding client needs, concerns, and preferences to provide appropriate guidance and solutions. ¢ CRM & Office Tools: Basic proficiency with Microsoft Office, email platforms, and learning ability to quickly master customer relationship management (CRM) systems and internal tools. ¢ Customer Service Orientation: Genuine customer-friendly approach with patience, empathy, and problem-solving mindset focused on client satisfaction and relationship building. ¢ Financial Services Interest: Willingness to learn financial markets, investment products, trading platforms, and regulatory frameworks relevant to financial services industry.EXPERIENCE & QUALIFICATIONS ¢ Education: Bachelor's degree in Commerce, Business Administration, Economics, or related field from recognized institutions. Final year commerce students or recent graduates are encouraged to apply. ¢ Experience: Fresh graduates or candidates with up to 1 year of experience in customer service, client support, retail banking, or similar customer-facing roles. ¢ Language Proficiency: Fluent English communication in both written and verbal forms with professional demeanor and business etiquette. ¢ Personal Qualities: Polite, courteous, and professional approach with strong interpersonal skills, reliability, punctuality, and commitment to continuous learning in financial services environment. PERFORMANCE EXPECTATIONS Achieve 95%+ first-contact resolution rate for client inquiries while maintaining customer satisfaction scores >4.5/5. Handle 30-40 client interactions daily with average resolution time under 10 minutes. Maintain zero compliance violations and 100% accuracy in client information and transaction records. Build strong client relationships resulting in positive feedback and reduced churn for assigned client portfolio.