Job Description: We are currently seeking a dedicated and efficient individual to join our wealth management firm. Responsibilities include – (i) Client Service Requests a. Receive and process client service requests in a timely manner b. To ensure timely fulfilment of client service requests by liaising with various AMC (Asset Management Companies) and other service providers. c. Track and monitor the status of service requests to ensure timely completion (ii) Back Office reporting a. Maintain accurate records of client interactions and transactions. b. Prepare regular reports on client engagement and outreach activities. c. Update client profiles and ensure compliance with regulatory requirements. (iii) Making calls to set up appointments and meetings a. Co-ordinate and schedule meetings with prospective and existing clients. b. Manage calendar for our founder and ensure optimal scheduling efficiency. c. Provide necessary information and materials to clients in preparation for the meetings The ideal candidate will be organized, detail-oriented, and adept at managing client inquiries promptly. Strong communication skills and a keen understanding or willingness to learn about the financial markets will be beneficial.

More Jobs at Finesta Partners Llp

Client Servicing Executive

Vasant Kunj, New Delhi

Experience: Not specified

INR 2 - 3 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Mba Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Finesta Partners Llp

1 Jobs

Login to

Please Verify Your Phone or Email

Confirm Action

Search

Profile

Upskill and Grow with AI

Client Servicing Executive