Role & responsibilities

- Build and maintain strong relationships with existing and prospective clients.
- Understand client requirements related to any investment products across Equity, Mutual Funds, AIFs, PMS, bonds and follow company internal processes diligently to serve the client..
- Conduct regular client interactions to understand their needs, provide product information, and ensure a positive client experience.
- Stay updated with stock market trends, financial products, and industry developments.
- Coordinate for client meetings, seminars, and training programs.
- Identify opportunities for cross-selling and upselling financial products to existing clients.
- Independently manage client meetings, presentations, follow-ups, and relationship-building activities.
- Contribute innovative ideas to improve client engagement, retention, and business growth.
- Ensures clients problems/ issues are resolved satisfactorily




- Provides advice and counsel to clients regarding trends and conditions of the business environment, capital markets and general credit trends.
- Participates in community and business functions/groups to ensure a positive image for the business and brand within the regions marketplace.

Preferred candidate profile

- Active listener, Extrovert with good communication skills.
- Experienced.
- Post-graduate in any stream.
- Should be a self-starter, proactive & target oriented.
- Should possess strong networking & relationship building skills.
- Must have valuable Convincing & Communication Skills.
- Good customer handling and problem-solving skills.

Perks and benefits

- Get to work closely with the leaders of the industry.
- High learning and innovation environment

📌 Client Service Associate (New Delhi)
🏢 Accrue Finvisor
📍 New Delhi