Job Profile Manage client interactions and communications effectively Handle mutual fund account openings KYC processes and other related documentation Coordinate with mutual fund companies insurance providers and financial partners regarding ongoing investments Track internal documents maintain data records and follow up with respective parties Manage basic social media platforms for brand awareness and client engagement Assist clients with their investments renewals and financial queries Maintain strong relationships with clients and financial partners Occasionally visit clients and partners as required Desired Candidate Profile Basic understanding of Investments Financial Planning Mutual Funds and Insurance Knowledge of KYC processes and regulatory requirements Proficiency in MS Office Excel Word PowerPoint Familiarity with basic social media management Strong communication skills with fluency in English Hindi and Gujarati Excellent teamwork and coordination abilities Prior experience in financial services will be an advantage Job Types Full time Permanent Pay 15 000 00 - 30 000 00 per month Benefits Cell phone reimbursement Paid sick time Education Bachelor s Preferred Language English Preferred Hindi Preferred Gujarati Preferred Location Makarba Ahmedabad Gujarat Preferred Work Location In person