Role & responsibilities The Operations & Client Relationship Executive is a full-time, in office role based in Gurgaon. This role is responsible for supporting day-to-day operations, including maintaining client records, processing documentation, coordinating with internal teams, and ensuring timely execution of client requests.
Preferred candidate profile The ideal candidate should possess excellent communication skills, be organised, willing to learn, and comfortable using technology.The executive will manage client communication, respond to queries, schedule meetings, and assist in preparing reports and presentations. The role involves nurturing client relationships, tracking service delivery, and identifying opportunities to improve client experience and operational efficiency.
Perks and benefits
Adaptable & Supportive Work Setting with a collaborative and professional culture.
Paid Leave as per company policy.
Hands-on Exposure Direct exposure to clients, financial products, investment operations, and financial services.
Learning & Development – Opportunity to learn about Mutual Funds, Financial Planning, Insurance, and Wealth Management.