Sahayak Associates is a leading financial planning and wealth management firm in Chandigarh India Our comprehensive range of services includes goal-linked financial analysis retirement planning diverse insurance solutions children plans estate planning and will writing services We are committed to providing complete financial planning for our clients and conducting regular portfolio reviews to ensure they achieve their financial goals Tasks Job 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 robust 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 Join Sahayak Associates as a Customer Relationship Executive in the mutual fund Investment Advice industry Take your career to the next level with us Sahayak Associates