Develop and maintain solid relationships with clients to understand their evolving financial needs Address their concerns and queries promptly and professionally Act as the primary point of contact for clients and assist them with account opening KYC compliance and other necessary documentation Ensure compliance with all legal requirements and documentation for clients Identify opportunities to introduce additional investment products and services offered by Investment or Securities to clients maximizing potential revenue and enhancing customer engagement Collaborate with internal departments such as research compliance and operations to ensure smooth service delivery and resolve client-related issues effectively Job Types Full-time Permanent Pay From 12 000 00 per month Benefits Health insurance Provident Fund Ability to commute relocate Calicut Kerala Reliably commute or planning to relocate before starting work Required Education Bachelor s Preferred Experience Technical support 1 year Preferred total work 1 year Preferred Work Location In person

📌 Mutual Fund Executive (Kerala)
🏢 Artha Financial services
📍 Kerala