- Manage an assigned portfolio of existing clients and investors.
- Build and maintain strong 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 opportunities 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.
- Good 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.
- Robust 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