We are a mutual fund distribution and wealth advisory practice helping clients with wealth creation, retirement planning, and portfolio management. We are looking for an Admin cum Customer/Relationship Executive who will be the operational backbone of the office and the first point of contact for clients — handling documentation, transaction processing, and day-to-day client servicing so the advisory team can focus on research and advice.
Customer / Relationship Servicing
- Act as the first point of contact for client calls, emails, and walk-ins; respond promptly and professionally.
- Maintain and update client records, portfolio files, and the CRM/tracker with all interactions and transactions.
- Schedule and coordinate client meetings/reviews for the advisory team.
- Handle routine client service requests — statement requests, address/bank/nominee updates, folio queries — and resolve them within defined timelines.
- Log every client query or complaint in the tracker and follow up until closure; escalate anything unusual or sensitive to the owner promptly.
- Send timely reminders to clients for SIP renewals, KYC updates, document pending, and review meetings.
- Support the advisory team in preparing meeting materials and portfolio review documents.
- Build and maintain a courteous, trust-based relationship with clients to support client satisfaction and retention.
Key Skills
- Good communication skills in English and the local language, both written and verbal.
- Comfortable with MS Office/Google Workspace (Excel especially) and willingness to learn CRM and transaction platforms (MFU/BSE StAR, CAMS/KFintech).
- Well organised, detail-oriented, and process-driven — comfortable following checklists and SOPs.
- Pleasant, patient, client-facing demeanour; ability to handle client queries and minor complaints with composure.
- Ability to multitask and manage time across documentation, transactions, and client calls.
- Trustworthy and discreet in handling confidential client and financial information.
Pay: ₹10,000.00 - ₹15,000.00 per month
Work Location: In person
