Client Service Associate

Desired Candidate profile:

Designation/ Role: Client Associate

Experience: 1 to 3 years€™ experience

Location: Bangalore / Mumbai / Delhi

Education: Graduate with AFP/CFP/QPFP

Industry: Financial Services / Personal Finance

Job description:

€¢ Supporting the Client Relationship Manager in identifying client needs and providing them with the

right financial planning assistance.

€¢ Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio Management

Services (PMS), Direct Equity, etc.

€¢ Good understanding of Mutual funds, PMS, and other investment products.

€¢ Collaborating with various departments within the organization, including Research, Insurance,

Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries.

€¢ Engaging with both existing and prospective clients alongside the Client Relationship Manager and

addressing client inquiries effectively.

€¢ Providing clients with pertinent information and insights regarding portfolio reviews, Systematic

Investment Plans (SIPs), and other relevant financial discussions.

Applicant Requirements:

€¢ Strong oral and written communication skills.

€¢ Proficiency in MS Excel and PowerPoint.

€¢ Experience in investment advisory within the financial services sector will be an added advantage.

€¢ Openness to learning and utilizing technology.

• Experience

  1 - 3 Years

• No. of Openings

  2

• Role

  Client Service Associate

• Industry Type

  Call Centre / BPO / ITES / LPO

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office