Job Position : Senior Executive - Back Office

Salary: ₹40,000 – ₹50,000 per month
Location: Siliguri, West Bengal
Work Mode: In-office
Experience: 1–5 years

About the Role

Prabin Agarwal — Empowering Investors, an AMFI-registered Mutual Fund Distributor based in Siliguri, is looking for an experienced personnel to manage and grow relationships with existing investors and clients.

The role focuses on client relationship management, investor servicing, mutual fund distribution, SIP servicing, client retention, investment products, business development and relationship-based sales.

Candidates with experience in banking, financial services, mutual funds, insurance, NBFCs, wealth management, retail banking or customer relationship management are encouraged to apply.

Key Responsibilities

· Manage an assigned portfolio of existing clients and investors.

· Build and maintain robust customer relationships through regular calls, meetings, WhatsApp and office interactions.

· Act as the primary contact for client servicing and investor relationship management.





· Understand client requirements and coordinate with internal teams for timely resolution.

· Explain mutual fund products, investment products, SIPs, transactions, KYC, documentation and digital platforms in simple language.

· Conduct regular follow-ups regarding SIP investments, additional investments, transactions and investor service requirements.

· Focus on client retention and long-term relationship management.

· Identify opportunities for SIP increases, additional investments and cross-selling of relevant investment products.

· Generate and follow up on client referrals.

· Build relationships with newly onboarded investors.

· Conduct regular client meetings and relationship reviews.

· Coordinate with operations, back-office and senior relationship management teams.

· Maintain accurate records of client interactions, meetings, follow-ups and pending requirements.

· Track assigned business developm

📌 Senior Executive (Siliguri)
🏢 Prabin Agarwal - Empowering Investments
📍 Siliguri