Client Service Executive — AddOn Financial Services, Kalyan

About us We are an AMFI Registered Mutual Fund Distributor serving around 1,000 clients across 500 families. Small team, close-knit, referral driven.

What you will do
Handle client requests: current investments, redemptions, SIP changes, account updates
Build & Maintain solid client relationships
Complete and check forms and documents; follow up till the transaction is done
Keep client records and notes updated in our CRM (Zoho)
Coordinate with AMCs, platforms and service desks to sort out issues
Send routine updates, reminders and statements to clients
Support the advisory team with reports and meeting preparation

What we look for
Explicit spoken and written English, Marathi and Hindi
Comfortable with Excel, email and basic software
Careful with details, keeps promises on time, patient on calls
Honest and client first.

Details
Full time, work from our Kalyan office
Salary as per experience

Pay: ₹11,511.58 - ₹39,114.51 per month

Work Location: In person

📌 Client Service Executive Kalyan
🏢 AddOn Financial Services
📍 Kalyan