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Client Associate - NBFC

Bangalore / Delhi

Experience

1 to 3 years’ experience

Location

Bangalore / Delhi

Job Type

Permanent

Work Mode

On-Site

Budget

Rs. 4 to Rs. 6 LPA

Notice Period (Availability)

Immediate

Anchor 1

Mandatory Skills/Required

Good understanding of Mutual funds, PMS, and other investment products.

Description


Education: Graduate with AFP/CFP/QPFP

Industry: Financial Services / Personal Finance


Job description:


Supporting the Client Relationship Manager in identifying client needs and providing them with the right financial planning assistance.

Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio Management Services (PMS), Direct Equity, etc.

Good understanding of Mutual funds, PMS, and other investment products.

Collaborating with various departments within the organization, including Research, Insurance,

Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries.

Engaging with both existing and prospective clients alongside the Client Relationship Manager and addressing client inquiries effectively.

Providing clients with pertinent information and insights regarding portfolio reviews, Systematic Investment Plans (SIPs), and other relevant financial discussions.


Applicant Requirements:


Strong oral and written communication skills.

Proficiency in MS Excel and PowerPoint.

Experience in investment advisory within the financial services sector will be an added advantage.

Openness to learning and utilizing technology.

About the Company

Since our inception in 2001, we have touched countless lives in ways you’d never expect from a financial services firm. Our secret lies in our three core values – Honesty, Competence, and Relationships.

We are not here to help you make a quick buck, we’re here to enable you to become financially secure enough to be able to do the things you love and the things that really matter.

Every relationship is built on trust. As transparent as we are with our clients, we expect the same from their end, so that we can dive deep into the situation and find the hidden treasures that make life worth living.

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Official info:

India Address:

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363, 19th Main Rd, 
1st Block, Rajajinagar, Bengaluru, Karnataka 560010

+ 91 82176 29571 , 96639 08571

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Africa Address:

Avenue du Commerce, Kinshasa, 
Democratic Republic of Congo, Central Africa

+ 91 82176 29571 , 96639 08571

Mauritius Address:

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Associate Office

1st Floor, Independence Avenue, Matikola Complex, Vacoas - Phoenix, Mauritius (East Africa)

+230 59679548 

Russia Address:

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Associate Office

Hotel “Sitara”
Street- first Trusova,33
170002 Tver-Russia

 +79040079851, +79043577741

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