A D Naik Wealth Pvt Ltd

Job Description: Senior Client Support Executive

Company Profile:

A D Naik Wealth is one of India’s top mutual fund distributors, specializing in wealth creation and protection for High-Net-Worth Individuals (HNIs). With a legacy spanning over three decades, the company has served over 18,000 satisfied clients across 217 cities and 25 countries. As a trailblazer in financial services, A D Naik Wealth emphasizes trust, innovation, and exceptional client service.

Role Overview

Key Responsibilities:

Respond to client queries via phone, email, chat, or social media in a timely and professional manner.
Provide accurate and relevant information about mutual fund products.
Research and resolve issues related to transactions, accounts, statements, NAVs, dividends,
tax implications, etc.
Coordinate with internal and external stakeholders, such as fund houses, registrars, banks, and regulatory bodies, to ensure smooth service delivery.
Track and report client feedback, complaints, and suggestions to improve customer
satisfaction and retention.




Maintain and update client’s records and documentation in compliance with SEBI
regulations.
Follow up with clients to ensure their queries are resolved and their expectations are met.
Educate and guide customers on the advantages of mutual fund investments and the features of
our platform.
Identify and escalate complex or high-priority issues to the appropriate team or manager.
Stay updated with the latest market trends, fund performance, and regulatory changes
affecting mutual fund investments.

Candidate Profile

MBA/Inter CA
Minimum 3 years of experience in client service in the mutual fund industry.
Excellent communication and interpersonal skills, both verbal and written.
Proficient in MS Office, CRM software, and online platforms.
Knowledge of mutual fund products, services, processes, and policies.
Ability to handle multiple tasks and prioritize effectively.
Ability to work independently and as part of

📌 Senior Client Support Executive (Goregaon)
🏢 A D Naik Wealth Group
📍 Goregaon