Responsibilities: * Manage HNIs' wealth through portfolio management & investment products sales * Oversee mutual fund operations & MF/AMC compliance * Provide exceptional client service with focus on mutual funds Annual bonus
Strong knowledge of mutual funds and other wealth management products. Good communication skills to explain complex financial concepts in a simple manner. Confidence in conducting Zoom or virtual meetings with clients.
Handle customer queries and provide prompt assistance. Build and maintain strong client relationships. Coordinate with internal teams to resolve client issues. Health insurance Mobile bill reimbursements
Client Relationship Executive (Entry Level) Chandigarh. Handle client calls, coordinate Zoom meetings, follow-ups & CRM support. No sales/targets. Freshers welcome. Good English/Hindi required. Salary 15k–25k + benefits. Training provided. Assistive technologies Accessible workspace Life insurance Job/soft skill training Capability building program Leave encashment