PA Wealth Advisors

Ludhiana, Punjab

The Client Support Executive is responsible for: Providing customer service and support in the mutual funds/Stocks Investments. This role involves addressing client inquiries, resolving issues, and ensuring clients have a thorough understanding of the firms mutual fund products and Stocks services. WhatsApp Client Support handling On call discussion with clients for any update/query/informationProvide services-related facts/answers to clients after discussion with the Operations team or as guided by the team head Point of contact for clients for any query regarding investment status, reports, transactions status, upcoming investments, documents requirements, etc.Patiently reverting WhatsApp communications or on calls.