Job Profile Responsibilities

- New Client Acquisition and Onboarding
- Manage day to day Client Financial and Non-Financial transactions
- Periodical Client Touch Base Calls and Review Meetings
- Analyze Client Investments Insurance, Financial Goals
- Upsell and Crosssell
- Seek Client refrerrals reviews
- Manage Client grievances

Key Performance Indicator

- No of new Clients, Client conversion ratio, Long Term Sales Value
- Timely Correct execution of Client Transactions
- Quality of Analysis Review Meetings
- Client satisfaction level retention rate

Qualifications

- CFP/ CWM
- Fundamental understanding of Mutual Funds, Equity, Debt Products, Insurance
- Tech adaptability, Advanced working knowledge of Excel, Basic Knowledge of Power Point, Valuable written and spoken English

Desired Candidate Profile





- Willingess to make a long term career in Personal Finance
- Atrributes of Trust, Integrity, Knowledge, Excellence, and Customer Focus
- Willgness to Learn, Attention to Detail, Team Player
- Positive Confident Persona
- Minimum 3 years work experince. Freshers may be considered.
- Residing in western suburbs of Mumbai

Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Executive - Client Experience (RM) (Mumbai)
🏢 Param Investopedia
📍 Mumbai