Client Relationship Executive – Mutual Funds | Operations

Location: Chandigarh | On-Site
Salary: ₹18,000 – ₹25,000/month (Negotiable)
Company: DR. Shares & Stock Brokers
Job Type: Full-Time | Permanent

About the Role

We are looking for a mature, responsible and professional Client Relationship Executive to join our Mutual Fund Department. The role involves existing client servicing, mutual fund operations, documentation, portal work and client communication.

This is a non-sales role — no cold calling or field sales.

Key Responsibilities

- Handle servicing and queries of existing mutual fund clients
- Manage day-to-day mutual fund operations and transactions
- Work on mutual fund portals and internal systems
- Coordinate with clients for documents, updates and service requests
- Maintain accurate client records and follow-ups
- Coordinate with internal teams for timely resolution
- Communicate professionally with clients over phone and email

Candidate Requirements

- 1–5 years of experience in client servicing, operations, banking, mutual funds or financial services
- Basic knowledge of Mutual Funds is required; Mutual Fund experience preferred




- Good spoken and written English
- Basic knowledge of Excel, Email, MS Office and computer applications
- Good client-handling and communication skills
- Responsible, detail-oriented and comfortable with routine operational work
- Banking, AMC, mutual fund, stock broking or other financial-services background preferred
- Candidates from Chandigarh / Mohali / Panchkula preferred
- Looking for a stable, long-term career prospect

Benefits

- ₹18,000 – ₹25,000/month based on experience
- Health Insurance
- Mobile & Internet Allowance
- Training & Support
- Long-term growth in Mutual Funds & Financial Services

Work Timings

Mon–Fri: 8:50 AM – 5:30 PM
Saturday: 10:00 AM – 5:00 PM
4th Saturday Off

Apply: Send your CV to [email protected]
Contact: 70823 77726

Pay: ₹18,000.00 - ₹25,000.00 per month

Benefits:

- Cell phone reimbursement
- Commuter assistance
- Internet reimbursement
- Leave encashment
- Life insurance
- Paid sick time
- Paid time off

Work Location: In person

📌 Client Relationship Executive – Mutual Funds | Operations (Sector 9)
🏢 D. R. SHARE AND STOCK BROKERS
📍 Sector 9