Experience: 2 to 3 yrs in Financial services(MF Distributor, AMC,Insurance, or Wealth Advisory) and similar industry
Qualification: Graduate and above
Location: Vadodara (On Site)
Job Description:
Client Relationship Management (70%)
- Manage proactive communication with 80–100 clients via calls, WhatsApp, and email
- Send scheduled portfolio updates, market notes, and review reminders
- Handle all inbound client queries and resolve or escalate within 24 hours
- Coordinate and schedule review meetings between clients and the CEO
- Run monthly birthday, anniversary, and milestone outreach for every client on the roster
- Follow up on insurance renewals, SIP continuations, and pending documentation
- Support onboarding of current clients — account opening, risk profiling paperwork
Operations Support (30%)
- Maintain and update the CRM with every client interaction, outcome, and next action
- Coordinate with the Trading & Operations Associate for transaction follow-through
- Track and flag pending KYC, nomination updates, and compliance documentation
- Prepare client-ready portfolio summaries and statements
- Maintain a structured follow-up tracker — ensure nothing falls through the cracks
Ability to commute/relocate:
- Vadodara, Gujarat (Vadodara): Reliably commute or planning to relocate before starting work (Required)
Education:
- Bachelor's (Required)
Experience:
- Customer service: 1 year (Preferred)
Work Location: In person
📌 Client Servicing Associate (India)
🏢 HNV Consulting
📍 India
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