Key Responsibilities Consult with clients to understand their unique needs and draft customized wills to meet their specific requirements Educate clients on the importance of estate planning and provide guidance on wealth preservation and distribution Collaborate with legal professionals to ensure all wills comply with relevant laws and regulations Maintain accurate records of client information and update wills as needed to reflect any changes in circumstances Conduct workshops and seminars on will writing to educate the community and promote our services Manage client relationships and provide ongoing support and guidance throughout the will writing process Stay current on industry trends and best practices to continuously improve our services and offerings About Company: Sahayak Associates is a wealth management firm that offers a complete range of solutions to help build, manage and preserve wealth for its clients by executing strategies that maximize growth and optimize risk. At Sahayak, we are determined to offer a seamless customer experience that maintains the highest standards of confidentiality and keeps the interest and financial goals of our customers in mind. Sahayak Associates comprises a team of experienced finance professionals and is one of the fastest-growing wealth management firms in the region handling more than 500 clients at present.
About the job: Are you a dynamic individual with a passion for building relationships and delivering exceptional customer service? Sahayak Associates is looking for a Customer Relationship Executive to join our team! Key responsibilities: 1. Develop and maintain strong relationships with clients to ensure their needs are met and expectations exceeded. 2. Communicate effectively with clients through various channels such as phone calls, emails, and in-person meetings. 3. Utilize effective interpersonal skills to understand and address client concerns and issues promptly. 4. Conduct presentations to showcase our products and services and to provide updates on project status. 5. Collaborate with internal teams to coordinate client projects and ensure seamless delivery. 6. Monitor client satisfaction and feedback to continuously improve our services and offerings. 7. Assist in identifying new business opportunities and upselling to existing clients. If you have a knack for effective communication, strong presentation skills, and a passion for creating meaningful relationships, we want to hear from you! Join us at Sahayak Associates and take your customer relationship management skills to the next level. Apply now! Who can apply: Only those candidates can apply who: have minimum 1 years of experience Salary: ₹ 3,00,000 /year Experience: 1 year(s) Deadline: 2025-06-07 23:59:59 Other perks: Health Insurance Skills required: Presentation skills, Interpersonal skills and Effective Communication Other Requirements: 1. Expertise in Microsoft Office products, especially Microsoft Excel. 2. Have access to a laptop, personal conveyance, and a smart smartphone for work purposes. About Company: Sahayak Associates is a wealth management firm that offers a complete range of solutions to help build, manage and preserve wealth for its clients by executing strategies that maximize growth and optimize risk. At Sahayak, we are determined to offer a seamless customer experience that maintains the highest standards of confidentiality and keeps the interest and financial goals of our customers in mind. Sahayak Associates comprises a team of experienced finance professionals and is one of the fastest-growing wealth management firms in the region handling more than 500 clients at present.
Role Description This is a full-time on-site role as an Executive Assistant to MD at Sahayak Associates located in Chandigarh. The Executive Assistant will be responsible for providing executive administrative assistance, executive support, managing diaries, and handling communications on behalf of the Managing Director. Qualifications Executive Administrative Assistance and Executive Support skills Administrative Assistance and Diary Management experience Strong communication skills Ability to handle confidential information with discretion Proficiency in MS Office applications Excellent organizational and time-management abilities Previous experience in a similar role is preferred Show more Show less
About the job: Key responsibilities: 1. Consult with clients to understand their unique needs and draft customized wills to meet their specific requirements 2. Educate clients on the importance of estate planning and provide guidance on wealth preservation and distribution 3. Collaborate with legal professionals to ensure all wills comply with relevant laws and regulations 4. Maintain accurate records of client information and update wills as needed to reflect any changes in circumstances 5. Conduct workshops and seminars on will writing to educate the community and promote our services 6. Manage client relationships and provide ongoing support and guidance throughout the will writing process 7. Stay current on industry trends and best practices to continuously improve our services and offerings Who can apply: Only those candidates can apply who: have minimum 1 years of experience Salary: ₹ 3,00,000 /year Experience: 1 year(s) Deadline: 2025-06-07 23:59:59 Skills required: Presentation skills, English Proficiency (Written), Interpersonal skills and Effective Communication Other Requirements: 1. Hold a master's degree in business, finance, company secretary, or BA LLB 2. Possess own conveyance and laptop 3. Demonstrate a minimum of 2 years of experience in wealth management, legal coordination, or client relationship management 4. Exhibit strong interpersonal and communication skills with a client-first mindset 5. Maintain high attention to detail and strong organizational skills 6. Manage multiple tasks and deadlines in a professional environment 7. Show familiarity with estate planning and financial services terminology as a plus 8. Demonstrate proficiency in MS Office and CRM About Company: Sahayak Associates is a wealth management firm that offers a complete range of solutions to help build, manage and preserve wealth for its clients by executing strategies that maximize growth and optimize risk. At Sahayak, we are determined to offer a seamless customer experience that maintains the highest standards of confidentiality and keeps the interest and financial goals of our customers in mind. Sahayak Associates comprises a team of experienced finance professionals and is one of the fastest-growing wealth management firms in the region handling more than 500 clients at present.
Tasks Provide prompt, accurate, and friendly customer service. This will include providing the most cost-effective comprehensive Insurance coverage to clients. Prospect for new business through various channels and follow up warm leads. Shall involve responding to inquiries regarding coverage, policy changes, insurance availability etc. Use a customer-focused, needs-based review process to educate customers about insurance coverage/options. Hold internal and client facing status meetings, and updates that report on performance, issues, and continuous improvement. Create and maintain comprehensive project and client documentation. Plan and facilitate client-planning sessions to ensure all contractual obligations are met and performance of client’s portfolio is on par with expectations. Build strong working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle. Requirements Provide prompt, accurate, and friendly customer service. This will include providing the most cost-effective comprehensive Insurance coverage to clients. Prospect for new business through various channels and follow up warm leads. Shall involve responding to inquiries regarding coverage, policy changes, insurance availability etc. Use a customer-focused, needs-based review process to educate customers about insurance coverage/options. Hold internal and client facing status meetings, and updates that report on performance, issues, and continuous improvement. Create and maintain comprehensive project and client documentation. Plan and facilitate client-planning sessions to ensure all contractual obligations are met and performance of client’s portfolio is on par with expectations. Build strong working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle. Show more Show less
Sahayak Associates is a leading financial planning and wealth management firm in Chandigarh, India. Our comprehensive range of services includes goal-linked financial analysis, retirement planning, diverse insurance solutions, children plans, estate planning, and will writing services. We are committed to providing complete financial planning for our clients and conducting regular portfolio reviews to ensure they achieve their financial goals. Tasks Job Responsibilities Provide prompt, accurate, and friendly customer service. This will include responding to inquiries regarding Financial Planning, investment options, documentation, assisting with transfers, goal mapping and performance review against client goals. Prospect for new business through various channels and follow up with warm leads. Use a customer-focused, needs-based process to educate customers about investment options Hold internal and client facing status meetings, and updates that report on performance, issues, and continuous improvement Create and maintain comprehensive project and client documentation Plan and facilitate client-planning sessions to ensure all contractual obligations are met and performance of client’s portfolio is on par with expectations Build strong working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle Requirements MBA. Have a good understanding of core business concepts and certification courses in investment and financial markets. Must be a Self-starter with a passionate, positive and enthusiastic attitude. Excellent communication, presenting and reporting skills in English language desired Expertise in Microsoft Office products especially Microsoft Excel Have access to a laptop, personal conveyance and smart phone for work purposes Join Sahayak Associates as a Customer Relationship Executive in the mutual fund Investment Advice industry. Take your career to the next level with us!
Selected Intern’s Day-to-day Responsibilities Include Assisting with recruitment processes such as posting job openings, screening resumes, and scheduling interviews. Supporting employee onboarding procedures. Managing employee records and ensuring data accuracy. Assisting with payroll and benefits administration. Coordinating training and development programs for employees. Supporting day-to-day office operations and administrative tasks. Collaborating with team members on various HR and operational projects. If you are a proactive and detail-oriented individual with excellent communication skills, we want to hear from you! This internship will provide you with valuable experience and the opportunity to make a real impact within our organization. About Company: Sahayak Associates is a wealth management firm that offers a complete range of solutions to help build, manage and preserve wealth for its clients by executing strategies that maximize growth and optimize risk. At Sahayak, we are determined to offer a seamless customer experience that maintains the highest standards of confidentiality and keeps the interest and financial goals of our customers in mind. Sahayak Associates comprises a team of experienced finance professionals and is one of the fastest-growing wealth management firms in the region handling more than 500 clients at present.
Selected Intern’s Day-to-day Responsibilities Include Assisting with recruitment processes such as posting job openings, screening resumes, and scheduling interviews. Supporting employee onboarding procedures. Managing employee records and ensuring data accuracy. Assisting with payroll and benefits administration. Coordinating training and development programs for employees. Supporting day-to-day office operations and administrative tasks. Collaborating with team members on various HR and operational projects. If you are a proactive and detail-oriented individual with excellent communication skills, we want to hear from you! This internship will provide you with valuable experience and the opportunity to make a real impact within our organization. About Company: Sahayak Associates is a wealth management firm that offers a complete range of solutions to help build, manage and preserve wealth for its clients by executing strategies that maximize growth and optimize risk. At Sahayak, we are determined to offer a seamless customer experience that maintains the highest standards of confidentiality and keeps the interest and financial goals of our customers in mind. Sahayak Associates comprises a team of experienced finance professionals and is one of the fastest-growing wealth management firms in the region handling more than 500 clients at present.
Selected Intern’s Day-to-day Responsibilities Include Assisting with recruitment processes such as posting job openings, screening resumes, and scheduling interviews. Supporting employee onboarding procedures. Managing employee records and ensuring data accuracy. Assisting with payroll and benefits administration. Coordinating training and development programs for employees. Supporting day-to-day office operations and administrative tasks. Collaborating with team members on various HR and operational projects. If you are a proactive and detail-oriented individual with excellent communication skills, we want to hear from you! This internship will provide you with valuable experience and the opportunity to make a real impact within our organization. About Company: Sahayak Associates is a wealth management firm that offers a complete range of solutions to help build, manage and preserve wealth for its clients by executing strategies that maximize growth and optimize risk. At Sahayak, we are determined to offer a seamless customer experience that maintains the highest standards of confidentiality and keeps the interest and financial goals of our customers in mind. Sahayak Associates comprises a team of experienced finance professionals and is one of the fastest-growing wealth management firms in the region handling more than 500 clients at present.
Tasks Provide prompt, accurate, and friendly customer service. This will include providing the most cost-effective comprehensive Insurance coverage to clients. Prospect for new business through various channels and follow up warm leads. Shall involve responding to inquiries regarding coverage, policy changes, insurance availability etc. Use a customer-focused, needs-based review process to educate customers about insurance coverage/options. Hold internal and client facing status meetings, and updates that report on performance, issues, and continuous improvement. Create and maintain comprehensive project and client documentation. Plan and facilitate client-planning sessions to ensure all contractual obligations are met and performance of client’s portfolio is on par with expectations. Build strong working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle. Requirements Provide prompt, accurate, and friendly customer service. This will include providing the most cost-effective comprehensive Insurance coverage to clients. Prospect for new business through various channels and follow up warm leads. Shall involve responding to inquiries regarding coverage, policy changes, insurance availability etc. Use a customer-focused, needs-based review process to educate customers about insurance coverage/options. Hold internal and client facing status meetings, and updates that report on performance, issues, and continuous improvement. Create and maintain comprehensive project and client documentation. Plan and facilitate client-planning sessions to ensure all contractual obligations are met and performance of client’s portfolio is on par with expectations. Build strong working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle.
As a valuable member of our team, your primary responsibility will be to provide prompt, accurate, and friendly customer service. This involves offering cost-effective and comprehensive Insurance coverage to our clients. You will also be required to proactively prospect for new business opportunities through various channels and effectively follow up on warm leads. Additionally, responding to inquiries regarding coverage, policy changes, and insurance availability will be part of your daily tasks. To ensure that our clients make informed decisions, you will utilize a customer-focused and needs-based review process to educate them about different insurance coverage options available. Moreover, you will be responsible for conducting internal and client-facing status meetings. These meetings will provide updates on performance, address any issues that may arise, and focus on continuous improvement. It will also be essential for you to create and maintain detailed project and client documentation. Furthermore, you will play a key role in planning and facilitating client-planning sessions. These sessions are crucial to guarantee that all contractual obligations are met and that the performance of our clients" portfolio aligns with their expectations. Building strong working relationships with clients, stakeholders, and team members is paramount, and effective communication throughout the client life cycle will be essential in achieving this goal. In summary, your role will revolve around delivering exceptional customer service, actively seeking new business opportunities, educating clients on insurance options, maintaining thorough documentation, ensuring contractual obligations are met, and fostering strong relationships through effective communication. If you are someone who excels in customer service, has a keen eye for detail, possesses excellent communication skills, and enjoys working in a dynamic team environment, we encourage you to apply for this position.,
As an Intern at Sahayak Associates, you will have the opportunity to assist with various aspects of the company's operations. Your responsibilities will include: - Assisting with recruitment processes by posting job openings, screening resumes, and scheduling interviews to help build a talented team for the organization. - Supporting employee onboarding procedures to ensure new hires have a smooth transition into the company. - Managing employee records meticulously to maintain data accuracy and confidentiality. - Coordinating training and development programs for employees to enhance their skills and knowledge. - Supporting day-to-day office operations and administrative tasks to contribute to the smooth functioning of the workplace. - Collaborating with team members on HR and operational projects to drive organizational growth and efficiency. If you are a proactive and detail-oriented individual with excellent communication skills, we are looking forward to hearing from you! This internship will not only provide you with valuable experience but also offer you the opportunity to make a real impact within our organization. Sahayak Associates is a prominent wealth management firm dedicated to providing a comprehensive range of solutions to help clients build, manage, and preserve their wealth. Our strategies focus on maximizing growth and optimizing risk to meet the financial goals of our customers. We are committed to delivering a seamless customer experience while upholding the highest standards of confidentiality. Sahayak Associates is backed by a team of experienced finance professionals and is recognized as one of the fastest-growing wealth management firms in the region, currently serving over 500 clients. Join us in our journey to success and be a part of a dynamic team that is shaping the future of wealth management.,
About the job: As a Customer Relationship Executive at Sahayak Associates, you will be responsible for maintaining strong relationships with our clients and providing them with exceptional service. Key Responsibilities: 1. Managing client accounts and ensuring their satisfaction with our services. 2. Providing financial advice and guidance to clients to help them achieve their financial goals. 3. Utilising MS-Excel to analyse client data and create reports for management. 4. Developing and implementing strategies to increase client retention and satisfaction. 5. Communicating effectively with clients through phone, email, and in-person meetings. 6. Collaborating with the sales team to identify cross-selling opportunities and maximise revenue. 7. Staying up-to-date on industry trends and regulations to better serve our clients. If you are a proactive and detail-oriented professional with a passion for finance and a knack for building relationships, we want to hear from you. Join our team at Sahayak Associates and help us deliver exceptional service to our clients. Who can apply: Only those candidates can apply who: have minimum 1 years of experience are from Gurgaon only Salary: ₹ 3,60,000 - 5,00,000 /year Experience: 1 year(s) Deadline: 2025-09-13 23:59:59 Skills required: Finance, MS-Excel and Effective Communication About Company: Sahayak Associates is a wealth management firm that offers a complete range of solutions to help build, manage and preserve wealth for its clients by executing strategies that maximize growth and optimize risk. At Sahayak, we are determined to offer a seamless customer experience that maintains the highest standards of confidentiality and keeps the interest and financial goals of our customers in mind. Sahayak Associates comprises a team of experienced finance professionals and is one of the fastest-growing wealth management firms in the region handling more than 500 clients at present.
Tasks Provide prompt, accurate, and friendly customer service. This will include providing the most cost-effective comprehensive Insurance coverage to clients. Prospect for new business through various channels and follow up warm leads. Shall involve responding to inquiries regarding coverage, policy changes, insurance availability etc. Use a customer-focused, needs-based review process to educate customers about insurance coverage/options. Hold internal and client facing status meetings, and updates that report on performance, issues, and continuous improvement. Create and maintain comprehensive project and client documentation. Plan and facilitate client-planning sessions to ensure all contractual obligations are met and performance of client’s portfolio is on par with expectations. Build strong working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle. Requirements Provide prompt, accurate, and friendly customer service. This will include providing the most cost-effective comprehensive Insurance coverage to clients. Prospect for new business through various channels and follow up warm leads. Shall involve responding to inquiries regarding coverage, policy changes, insurance availability etc. Use a customer-focused, needs-based review process to educate customers about insurance coverage/options. Hold internal and client facing status meetings, and updates that report on performance, issues, and continuous improvement. Create and maintain comprehensive project and client documentation. Plan and facilitate client-planning sessions to ensure all contractual obligations are met and performance of client’s portfolio is on par with expectations. Build strong working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle.
Sahayak Associates is a leading financial planning and wealth management firm in Chandigarh, India. Our comprehensive range of services includes goal-linked financial analysis, retirement planning, diverse insurance solutions, children plans, estate planning, and will writing services. We are committed to providing complete financial planning for our clients and conducting regular portfolio reviews to ensure they achieve their financial goals. Tasks Job Responsibilities Provide prompt, accurate, and friendly customer service. This will include responding to inquiries regarding Financial Planning, investment options, documentation, assisting with transfers, goal mapping and performance review against client goals. Prospect for new business through various channels and follow up with warm leads. Use a customer-focused, needs-based process to educate customers about investment options Hold internal and client facing status meetings, and updates that report on performance, issues, and continuous improvement Create and maintain comprehensive project and client documentation Plan and facilitate client-planning sessions to ensure all contractual obligations are met and performance of client’s portfolio is on par with expectations Build strong working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle Requirements MBA. Have a good understanding of core business concepts and certification courses in investment and financial markets. Must be a Self-starter with a passionate, positive and enthusiastic attitude. Excellent communication, presenting and reporting skills in English language desired Expertise in Microsoft Office products especially Microsoft Excel Have access to a laptop, personal conveyance and smart phone for work purposes Join Sahayak Associates as a Customer Relationship Executive in the mutual fund Investment Advice industry. Take your career to the next level with us!
Key Responsibilities Prospect for new business through various channels and follow up with warm leads. Provide prompt, accurate, and friendly customer service. This will include responding to inquiries regarding financial planning, investment options, documentation, assisting with transfers, goal mapping and performance review against client goals. Use a customer-focused, needs-based process to educate customers about investment options through IAPs at corporates and “Hum Aapke Dawar” sessions for HNI and UHNI. Hold internal and client facing status meetings and updates that report on performance, issues, and continuous improvement. Create and maintain comprehensive project and client documentation. Plan and facilitate client-planning sessions to ensure all contractual obligations are met and performance of client’s portfolio is on par with expectations. Build strong working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle. About Company: Sahayak Associates is a wealth management firm that offers a complete range of solutions to help build, manage, and preserve wealth for its clients by executing strategies that maximize growth and optimize risk. At Sahayak, we are determined to offer a seamless customer experience that maintains the highest standards of confidentiality and keeps the interests and financial goals of our customers in mind. Sahayak Associates comprises a team of experienced finance professionals and is one of the fastest-growing wealth management firms in the region, handling more than 500 clients at present.
Key Responsibilities Prospect for new business through various channels and follow up with warm leads. Provide prompt, accurate, and friendly customer service. This will include responding to inquiries regarding financial planning, investment options, documentation, assisting with transfers, goal mapping and performance review against client goals. Use a customer-focused, needs-based process to educate customers about investment options through IAPs at corporates and “Hum Aapke Dawar” sessions for HNI and UHNI. Hold internal and client facing status meetings and updates that report on performance, issues, and continuous improvement. Create and maintain comprehensive project and client documentation. Plan and facilitate client-planning sessions to ensure all contractual obligations are met and performance of client’s portfolio is on par with expectations. Build strong working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle. About Company: Sahayak Associates is a wealth management firm that offers a complete range of solutions to help build, manage, and preserve wealth for its clients by executing strategies that maximize growth and optimize risk. At Sahayak, we are determined to offer a seamless customer experience that maintains the highest standards of confidentiality and keeps the interests and financial goals of our customers in mind. Sahayak Associates comprises a team of experienced finance professionals and is one of the fastest-growing wealth management firms in the region, handling more than 500 clients at present.
Key Responsibilities Prospect for new business through various channels and follow up with warm leads. Provide prompt, accurate, and friendly customer service. This will include responding to inquiries regarding financial planning, investment options, documentation, assisting with transfers, goal mapping and performance review against client goals. Use a customer-focused, needs-based process to educate customers about investment options through IAPs at corporates and “Hum Aapke Dawar” sessions for HNI and UHNI. Hold internal and client facing status meetings and updates that report on performance, issues, and continuous improvement. Create and maintain comprehensive project and client documentation. Plan and facilitate client-planning sessions to ensure all contractual obligations are met and performance of client’s portfolio is on par with expectations. Build strong working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle. About Company: Sahayak Associates is a wealth management firm that offers a complete range of solutions to help build, manage, and preserve wealth for its clients by executing strategies that maximize growth and optimize risk. At Sahayak, we are determined to offer a seamless customer experience that maintains the highest standards of confidentiality and keeps the interests and financial goals of our customers in mind. Sahayak Associates comprises a team of experienced finance professionals and is one of the fastest-growing wealth management firms in the region, handling more than 500 clients at present.
Key Responsibilities Prospect for new business through various channels and follow up with warm leads. Provide prompt, accurate, and friendly customer service. This will include responding to inquiries regarding financial planning, investment options, documentation, assisting with transfers, goal mapping and performance review against client goals. Use a customer-focused, needs-based process to educate customers about investment options through IAPs at corporates and “Hum Aapke Dawar” sessions for HNI and UHNI. Hold internal and client facing status meetings and updates that report on performance, issues, and continuous improvement. Create and maintain comprehensive project and client documentation. Plan and facilitate client-planning sessions to ensure all contractual obligations are met and performance of client’s portfolio is on par with expectations. Build strong working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle. About Company: Sahayak Associates is a wealth management firm that offers a complete range of solutions to help build, manage, and preserve wealth for its clients by executing strategies that maximize growth and optimize risk. At Sahayak, we are determined to offer a seamless customer experience that maintains the highest standards of confidentiality and keeps the interests and financial goals of our customers in mind. Sahayak Associates comprises a team of experienced finance professionals and is one of the fastest-growing wealth management firms in the region, handling more than 500 clients at present.
Key Responsibilities Prospect for new business through various channels and follow up with warm leads. Provide prompt, accurate, and friendly customer service. This will include responding to inquiries regarding financial planning, investment options, documentation, assisting with transfers, goal mapping and performance review against client goals. Use a customer-focused, needs-based process to educate customers about investment options through IAPs at corporates and “Hum Aapke Dawar” sessions for HNI and UHNI. Hold internal and client facing status meetings and updates that report on performance, issues, and continuous improvement. Create and maintain comprehensive project and client documentation. Plan and facilitate client-planning sessions to ensure all contractual obligations are met and performance of client’s portfolio is on par with expectations. Build strong working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle. About Company: Sahayak Associates is a wealth management firm that offers a complete range of solutions to help build, manage, and preserve wealth for its clients by executing strategies that maximize growth and optimize risk. At Sahayak, we are determined to offer a seamless customer experience that maintains the highest standards of confidentiality and keeps the interests and financial goals of our customers in mind. Sahayak Associates comprises a team of experienced finance professionals and is one of the fastest-growing wealth management firms in the region, handling more than 500 clients at present.