Client Relationship Manager- Mutual Fund

22 hours ago

Noida, Uttar Pradesh, India Super Scholar Full time ₹ 3,60,000 - ₹ 5,40,000 per year

Location- Noida, Sector-132

Job Responsibilities

  • Manage and track client portfolios across mutual funds and insurance products, ensuring strong performance and alignment with client goals.
  • Address client queries and resolve issues related to app usage, fund performance, and service concerns.
  • Support clients with timely policy renewals, premium payments, and GST waiver processing.
  • Collaborate with new AMCs and insurance providers to broaden product offerings.
  • Drive business growth through existing client relationships and new client acquisitions.
  • Oversee and process insurance claims (health, travel, and other categories) to ensure smooth and timely settlements.
  • Prepare, analyze, and present portfolio performance reports in Excel, offering insights and recommendations.

Job Types: Full-time, Permanent

Pay: ₹40, ₹45,000.00 per month

Application Question(s):

  • How many years of experience do you have in managing client portfolios across mutual funds and insurance products?
  • Are you an immediate joiner?
  • What is your expected monthly salary?

Education:

  • Bachelor's (Required)

Experience:

  • Mutual fund & Insurance: 2 years (Required)

Language:

  • English and Hindi (Required)

Location:

  • Noida, Uttar Pradesh (Required)

Work Location: In person

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