We are looking for an experienced Client Relationship Executive to manage and support our existing clients and handle their Mutual Fund-related service requirements.
Key Responsibilities
- Manage relationships with existing clients and provide regular support.
- Handle client queries related to Mutual Funds, transactions and investments.
- Coordinate and resolve service-related issues with internal teams.
- Assist clients with Mutual Fund operations, documentation and updates.
- Maintain accurate client records and ensure timely follow-ups.
- Build solid, professional and long-term client relationships.
Requirements
- Preferred experienced candidates only.
- 2+ years of experience in Mutual Funds / Stock Broking / Wealth Management.
- Prior experience in a Stock Broking firm or relevant financial-services company is strongly preferred.
- Practical knowledge of Mutual Funds and Mutual Fund Operations is required.
- Graduate in any discipline.
- Good spoken and written communication skills.
- Basic computer, email, MS Office and online portal knowledge.
- Professional, responsible and client-oriented approach.
Candidates from Chandigarh, Mohali, Panchkula and Tricity will be preferred. Pay: ₹18,000.00 - ₹25,000.00 per month
Benefits
- Cell phone reimbursement
- Commuter assistance
- Internet reimbursement
- Leave encashment
- Life insurance
- Paid time off
Work Location: In person
📌 Client Relationship Executive - Mutual Funds (Sector 9)
🏢 D. R. SHARE AND STOCK BROKERS
📍 Sector 9
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