Client Servicing: Handle client queries, service requests, and follow-ups professionally through calls, emails, and WhatsApp.
Investment Operations: Assist with transactions, policies, renewals, maturity, and other investment-related documentation.
Documentation & Compliance: Coordinate KYC, FATCA, account updates, nominations, and other regulatory documentation.
CRM Management: Maintain accurate client records, update service requests, and ensure timely follow-ups and closure.
Client Coordination: Liaise with AMCs, insurers, registrars, insurance companies, and other service providers to resolve client requests.
Relationship Manager Support: Assist the advisory and relationship management teams with client reports, statements, portfolio reviews, and operational requirements.
Service Quality: Ensure accuracy, confidentiality, timely execution, and a positive client experience.

Pay: ₹10,000.00 - ₹35,000.00 per month

Work Location: In person

📌 Customer Service Assistant Gurugram
🏢 The Financial Mall
📍 Gurugram