Customer Relationship Executive Investments

3 days ago

Chandigarh, Chandigarh, India Sahayak Associates Full time ₹ 5,00,000 - ₹ 10,00,000 per year
TasksJob Responsibilities
  • Provide prompt, accurate, and friendly customer service. This will include responding to inquiries regarding Financial Planning, investment options, documentation, assisting with transfers, goal mapping and performance review against client goals.
  • Prospect for new business through various channels and follow up with warm leads.
  • Use a customer-focused, needs-based process to educate customers about investment options
  • Hold internal and client facing status meetings, and updates that report on performance, issues, and continuous improvement
  • Create and maintain comprehensive project and client documentation
  • Plan and facilitate client-planning sessions to ensure all contractual obligations are met and performance of client's portfolio is on par with expectations
  • Build strong working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle
Requirements
  • MBA.
  • Have a good understanding of core business concepts and certification courses in investment and financial markets.
  • Must be a Self-starter with a passionate, positive and enthusiastic attitude.
  • Excellent communication, presenting and reporting skills in English language desired
  • Expertise in Microsoft Office products especially Microsoft Excel
  • Have access to a laptop, personal conveyance and smart phone for work purposes

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