- Onboard and support Mutual Fund Distributors (MFDs) using company tools and games.

- Conduct product demos, explain features, and resolve queries.

- Manage subscription and renewal data in Excel/CRM.

- Assist in webinars, events, and product training sessions.

- Coordinate with internal teams for smooth operations.

- Develop and maintain solid relationships with clients to ensure customer satisfaction.

Job Requirements

- Graduate or Postgraduate degree in Commerce, Finance, or Management.

- 1-5 years of experience in financial services, fintech, or client support roles.

- Possess good communication and presentation skills.

- Basic knowledge of Excel, Google Sheets, or CRM is required.

- Demonstrate an interest in financial literacy and learning tools.

- Ability to work in a fast-paced environment and meet deadlines.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Client Relationship Executive (Kolkata)
🏢 A1 Human Wealth Management
📍 Kolkata