Client Relationship Manager - Mutual Fund

As a Customer Relationship Manager in the Mutual Fund division at D.R. Shares & Stock Brokers PVT LTD in Chandigarh, you will play a crucial role in client servicing. Your responsibilities will include being the primary point of contact for clients, assisting them with mutual fund queries, onboarding processes, documentation, and investment support. You will be expected to interact with clients to address their mutual fund-related inquiries, facilitate onboarding procedures, documentation, and KYC requirements. Additionally, you will follow up with both potential and existing clients regarding SIPs, redemptions, and portfolio updates. We are seeking enthusiastic freshers who have recently graduated with a degree in B.Com, BBA, or any finance-related field. Excellent communication skills, both verbal and written, are essential for this role. An interest in mutual funds, the stock market, and personal finance is preferred, along with a willingness to learn and grow within the financial services industry. Basic MS Office skills are also required. The salary for this position ranges from 15,000 to 20,000 per month, based on skills and performance during the interview. In addition to the salary, you will receive mobile reimbursement, health insurance, access to training and development programs, performance-based growth opportunities, and be part of a friendly and supportive work culture. The work schedule for this role is from 8:45 AM to 5:30 PM, with Saturday timings from 10 AM to 2 PM. You will have the 4th Saturday of every month off. Joining D.R. Brokers will provide you with the opportunity to learn from industry experts about the stock market and mutual funds. Clear career growth paths are available into sales, advisory, or portfolio management. You will gain hands-on exposure to financial products and CRM tools while being part of a fast-paced, professional, and people-first culture. If you are looking to kickstart your career in the financial services industry and are eager to grow and develop your skills, this Customer Relationship Manager position at D.R. Shares & Stock Brokers PVT LTD could be the perfect opportunity for you.,