Job Description-
Identify and On-board recent clients through proactive outreach efforts
Develop and maintain strong relationships with existing clients, providing personalized service and support to address their investment needs and objectives.
Conduct comprehensive client needs assessments to understand their financial goals, risk tolerance, and investment preferences, and recommend suitable mutual fund products and solutions.
Educate customers on the product advantages
Conduct periodic portfolio reviews with clients to evaluate their investment goals, risk tolerance, and financial needs.
Implement timely portfolio adjustments and rebalancing strategies to optimize portfolio performance and manage risk.
Stay updated on market trends, economic developments, and regulatory changes impacting the mutual fund industry
Offering prompt service to clients – resolve queries, complete service requests, email reports, etc.




Meeting clients for completion of investments and any follow-ups
Diligently operate an investment software to tally transactions and handle customer investment data
Ongoing administrative work

Skills Required-
Should have fluency in communication with confidence.
Should have pleasant personality with positive attitude
Energetic individuals with a dream to build a career in the financial services industry.
Eagerness to learn
“Go-Getter” Attitude
Solid understanding of financial markets and investment products
Effective communication and interpersonal skills.
Results-oriented mindset with a focus on delivering exceptional customer service and driving client satisfaction.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems.

📌 Client Servicing Manager Pune
🏢 Artharthi Services Private
📍 Pune