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For Employers

Client Relationship Executive

A1 Human Wealth Management Private Limited

5 years

3 - 4 Lacs

greater kolkata area

Posted:4 hours ago| Platform:

Apply

Skills Required

support resolve data excel training finance management communication presentation crm learning

Work Mode

On-site

Job Type

Full Time

Job Description

Job Ttitle : Client Relationship Executive (Financial Tools & Training)Location : KolkataSalary : 3lpa to 4 lpaExperience :1–5 yearsIndustry: Banking / Financial Services / FintechEmployment Type: Full-time

Key Responsibilities

Onboard and support Mutual Fund Distributors (MFDs) using company tools and games.Conduct product demos, explain features, and resolve queries.Manage subscription and renewal data in Excel/CRM.Assist in webinars, events, and product training sessions.Coordinate with internal teams for smooth operations.

Requirements

Graduate / Postgraduate in Commerce, Finance, or Management1–5 years’ experience in financial services, fintech, or client support rolesGood communication & presentation skillsBasic knowledge of Excel / Google Sheets / CRMInterest in financial literacy & learning tools

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Client Relationship Executive