Client Servicing Executive

2 days ago

Thakur Village Mumbai, India Accrue Finserv LLP Full time ₹ 2,00,000 - ₹ 6,00,000 per year

The candidate will be doing data management, mutual funds transactions, entries etc. They will need to do client coordination and handle the general Office Administrative work.

They will also manage mutual fund form filling task and preparing as well as collating mutual fund reports.

Other Responsibilities include:

  • Co-ordinating with fund houses for investor queries
  • Co-ordinating with investors regarding fund Transactions like switches, SIPs, lumpsum, redemptions etc
  • Preparing collating mutual fund reports
  • Operating software for various financial & non-financial mutual fund transactions
  • Data entry for all financial transactions
  • Making various MIS
  • The role demands for TAT based working, teamwork, follow up with RTAs, AMCs for client's query

Opportunities:

  • Mutual Fund operations with hands on experience in reconciliation activities related to Brokerage / commission and other reconciliation activities
  • Working with clients to help them process their transactions and queries
  • Exquisite data management opportunities and creating reports for better functionality
  • Opportunity to interact with professionals from various companies

Required Skills

  • Should be efficient in customer service.
  • Basic understanding of various investment instruments i.e Mutual Funds, Company FDs, PMS etc.
  • Knowledge of processing paperwork related to investment including forms & cheques.
  • Has operational and order processing knowledge of Mutual Funds, Company FDs, SGB etc
  • The role requires good command over Microsoft excel
  • Can speak English, Marathi, Hindi

Skill Set:

  • Fast learner and good communication
  • Responsible towards the job, hardworking, punctual with timings tasks assigned.
  • Basic computer skills MS Applications
  • Adapt at Excel to work on reports and provide required MIS whenever required.
  • Good written and verbal communication skills specially in English
  • Proactive who believes in teamwork

Preference :

  • NISM Certified VA candidates
  • Knowledge of CAMS edge360 and KFintech
  • 1-2 years of experience in Mutual Fund Domain (Even Freshers can apply)

  • Client Service Executive

    6 hours ago

    Mumbai, India Executive Hunters Full time

    **(1)Customer Service Executive FRESHERS** - Salary budget - Rs 10000-15000 per month - Location - Mumbai, Mumbai - Working days - 5 - Work from office - yes - Work from home - No. **Customer Service Responsibilities list**: Manage incoming phone calls/ Whats app queries from various customers. Generate sales leads Identify and assess customers’ needs to...

  • Client Service Executive

    6 hours ago

    Mumbai, India Addus Services LLP-Client Full time

    Provide hands on support with delivery of digital campaigns. - Build long term associations with global clients and ensure customer satisfaction. - Provide solutions by finding ways and means cutting across functions by understanding their business objectives. - Manage delivery through management of work flow, resource requirement and quality of output. - 1...

  • Client Servicing Executive

    1 week ago

    Mumbai, India Boost Events Full time

    We are looking to employ an experienced client servicing executive to handle all client inquiries, concerns, and complaints in a professional manner. The client servicing executive’s responsibilities include collaborating with the relevant departments to better address client needs, providing regular updates to higher management, and upselling company...

  • Client Servicing Executive

    2 days ago

    Mumbai, India Pointblank Advertising Full time

    Client Servicing Executive – Healthcare AdvertisingThis role is open to experienced Client Servicing Executives. Freshers and interns are also welcome to apply for the position of Junior Client Servicing Executive/Intern.Location:  Vikhroli, Central MumbaiCompany:  Point Blank AdvertisingExperience:  3–4 yearsAbout Us:Point Blank is a dynamic...

  • Client Servicing Executive

    18 hours ago

    Mumbai, India Pointblank Advertising Full time

    Client Servicing Executive – Healthcare AdvertisingThis role is open to experienced Client Servicing Executives. Freshers and interns are also welcome to apply for the position of Junior Client Servicing Executive/Intern.Location:  Vikhroli, Central MumbaiCompany:  Point Blank AdvertisingExperience:  3–4 yearsAbout Us:Point Blank is a dynamic...

  • Client Servicing Executive

    2 days ago

    mumbai, India Pointblank Advertising Full time

    Client Servicing Executive – Healthcare Advertising This role is open to experienced Client Servicing Executives. Freshers and interns are also welcome to apply for the position of Junior Client Servicing Executive/Intern. Location:  Vikhroli, Central Mumbai Company:  Point Blank Advertising Experience:  3–4 years About Us: Point Blank is a dynamic...

  • Client Servicing Executive

    6 hours ago

    Mumbai, India Empezar Digital Full time

    Full-Time Mumbai, Gandhidham, Auckland We are looking to employ an experienced _client_ servicing executive to handle all _client_ inquiries, concerns, and complaints in a professional manner. The _client_ servicing executive’s responsibilities include collaborating with the relevant departments to better address _client_ needs, providing regular updates...

  • Client Servicing Executive

    1 day ago

    Mumbai, India Pointblank Advertising Full time

    Client Servicing Executive – Healthcare Advertising This role is open to experienced Client Servicing Executives. Freshers and interns are also welcome to apply for the position of Junior Client Servicing Executive/Intern. Location:  Vikhroli, Central Mumbai Company:  Point Blank Advertising Experience:  3–4 years About Us: Point Blank is a dynamic...

  • Client Servicing Executive

    23 hours ago

    mumbai, India Pointblank Advertising Full time

    Client Servicing Executive – Healthcare Advertising This role is open to experienced Client Servicing Executives. Freshers and interns are also welcome to apply for the position of Junior Client Servicing Executive/Intern. Location: Vikhroli, Central Mumbai Company: Point Blank Advertising Experience: 3–4 years About Us: Point Blank is a dynamic...

  • Client Servicing Executive

    3 days ago

    Mumbai, India Pointblank Advertising Full time

    Client Servicing Executive - Healthcare Advertising This role is open to experienced Client Servicing Executives. Freshers and interns are also welcome to apply for the position of Junior Client Servicing Executive/Intern. Location: Vikhroli, Central Mumbai Company: Point Blank Advertising Experience: 3-4 years About Us: Point Blank is a dynamic healthcare...