Posted:14 hours ago|
Platform:
On-site
Full Time
Job Description
Coordinate daily with sales and business development teams to ensure smooth client onboarding and follow-up.
Interact with clients to understand their investment needs and financial objectives.Provide guidance on mutual funds, equity, and wealth management products.
Support clients with portfolio reviews, investment updates, and after-sales service.Ensure compliance with AMFI, SEBI, and organizational standards in all client interactions.Maintain proper communication and documentation for all client activities.
Job Types: Full-time, Fresher, Internship, Freelance
Contract length: 24 months
Pay: ₹11,215.95 - ₹33,557.42 per month
Work Location: In person
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