Job Description

Preference Given to NISM qualified Candidates

Key Responsibilities:

• Client Relationship Management:
• Establish and maintain strong, long-term relationships with clients by providing personalized attention and understanding their financial needs and goals.
• Serve as the primary point of contact for clients seeking assistance with their mutual fund investments, portfolio management, and financial planning.
• Understand clients' financial situations and offer tailored recommendations for mutual funds, investment strategies, and financial planning.
• Mutual Fund and Financial Planning Guidance:
• Educate clients about the various mutual fund products, investment options, and help them select the most appropriate funds based on their risk tolerance and financial goals.
• Assist clients in reviewing their current portfolios, suggesting adjustments, and discussing performance metrics, fund selection, and potential risks.
• Provide support for financial planning queries, such as retirement planning, tax strategies, and wealth management.
• Customer Service Excellence:
• Respond promptly and professionally to client inquiries via phone, email, or chat regarding mutual funds, financial planning, and other financial services.
• Troubleshoot and resolve any issues or concerns related to transactions, account status, fund performance, or financial planning.
• Address and resolve client complaints effectively, ensuring positive outcomes and maintaining a high level of customer satisfaction.
• Education and Financial Product Awareness:
• Continuously educate clients on the benefits and risks of different mutual fund products and investment options.
• Stay updated on new mutual fund offerings, market trends, and changes in financial regulations to provide accurate and up-to-date information.
• Create and distribute educational materials such as newsletters, FAQs, and investment reports to enhance clients' financial knowledge.
• Sales and Cross-Selling:
• Identify opportunities to cross-sell or upsell additional financial products and services that could benefit the client (e.g., SIPs, retirement plans, or tax-saving instruments).
• Provide clear information to clients about promotional offers, new product launches, or investment opportunities.
• Client Onboarding & Account Management:
• Assist in the onboarding of new clients by explaining the account opening process, KYC documentation, and mutual fund investment procedures.
• Guide clients in setting up and managing their investment accounts, ensuring compliance with regulatory requirements and company policies.
• Help clients track their investments and assist with any necessary account modifications or withdrawals.
• Reporting & Documentation:
• Maintain accurate records of client interactions, transactions, and portfolio updates.
• Document client feedback, requests, and complaints to provide actionable insights for improving service and product offerings.
• Prepare and submit weekly or monthly performance reports to the management team.

Key Skills and Qualifications:

• Experience:
• 1 years min of experience in customer service or client relationship management, preferably within the financial services industry (mutual funds, wealth management, or financial planning).
• Prior exposure to mutual funds, investment strategies, and financial planning is highly preferred.
• Education:
• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• Additional certifications (e.g., AMFI, NISM, CFP) or interest in pursuing relevant financial certifications would be an advantage.
• Skills:
• Strong communication skills, both verbal and written, with the ability to explain complex financial concepts in a simple and clear manner.
• Proficient in using CRM systems, Microsoft Office, and other customer service tools.
• Strong interpersonal skills with a client-first attitude and the ability to build rapport with clients.
• Ability to multitask, manage time effectively, and work independently with minimal supervision.
• Detail-oriented with strong analytical skills to assess clients' financial situations and suggest suitable solutions.
• Personal Traits:
• Customer-focused with a passion for helping clients meet their financial goals.
• Highly organized, responsible, and motivated to work in a fast-paced environment.
• High level of integrity, professionalism, and confidentiality when dealing with sensitive financial data.
• Ability to work collaboratively within a team, as well as independently.

Job Types: Full-time, Permanent, Fresher, Internship

Pay: Up to ?15,000.00 per month

Benefits:

• Health insurance

Schedule:

• Day shift

Supplemental Pay:

• Performance bonus

Education:

• Bachelor's (Preferred)

Experience:

• total work: 1 year (Preferred)

Language:

• English (Preferred)

Work Location: In person

Application Deadline: 25/12/2024