Role & responsibilities
Manage an assigned portfolio of existing clients and investors.
Build and maintain solid 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 prospects 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 development and relationship management KPIs.




Ensure timely closure of client queries and service requirements.
Maintain complete confidentiality of client and investor information.
Follow internal processes and applicable regulatory and compliance guidelines.

Candidate Requirements
Graduate in any discipline.
Strong communication, interpersonal and relationship-building skills.
Valuable command of Hindi and English.
Knowledge of Bengali will be an advantage.
Comfortable interacting with customers/investors from different age groups.
Strong follow-up and client servicing skills.
Comfortable working with business and relationship management targets.
Basic knowledge of Microsoft Excel, Email, CRM and digital platforms.
Willingness to learn about mutual funds, SIPs and investment products.
Strong ownership and ability to coordinate with multiple internal departments.

Working Hours

Monday to Friday: 9:30 AM 7:00 PM
Saturday: 9:30 AM 2:30 PM
Lunch Break: 3:30 PM 4:30 PM

Work Location: Siliguri, West Bengal
Work Mode: In-office

Preferred candidate profile

Immediate and early joiners will be preferred.

📌 Senior Back Office Executive Siliguri
🏢 Probin Agarwalla
📍 Siliguri