Mutual Fund Executive

As a Client Relationship Manager, your role involves developing and maintaining strong relationships with clients to understand their evolving financial needs. You will address their concerns and queries promptly and professionally. You will act as the primary point of contact for clients, assisting them with account opening, KYC compliance, and other necessary documentation. Your responsibilities also include ensuring compliance with all legal requirements and documentation for clients. Key Responsibilities: - Build and maintain strong relationships with clients - Assist clients with account opening, KYC compliance, and necessary documentation - Ensure compliance with all legal requirements and documentation - Identify opportunities to introduce additional investment products and services to clients - Collaborate with internal departments to ensure smooth service delivery and resolve client-related issues effectively Qualifications Required: - Bachelor's degree preferred - 1 year of experience in technical support preferred - 1 year of total work experience preferred In addition to the above responsibilities and qualifications, the company offers benefits including health insurance and Provident Fund. The work location is in person, and the ability to reliably commute or plan to relocate to Calicut, Kerala, before starting work is required. This is a full-time, permanent job opportunity.,