Client Service Associate

Big Bee Consultant

1 - 3 Years
2 Openings
4.0-6.0 Lac/Yr
Mumbai
+1 Delhi
Face-to-Face interview

Key Skills

Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner

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Job Description

Desired Candidate profile:

Designation/ Role: Client Associate

Experience: 1 to 3 years experience

Location: Bangalore / Mumbai / Delhi

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.

Experience
1 - 3 Years
No. of Openings
2
Education
Professional Degree
Role
Client Service Associate
Industry Type
Call Centre / BPO / KPO / ITES / LPO
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office

About Big Bee Consultant

Bnksvee Consultant Pvt. Ltd. is one of the eminent placement agencies that are actively involved in rendering reliable placement/recruitment solutions to the clients. Ms. Bindu Thakur, the respected owner, laid the foundation stone of the company in the year 2011 with a motive to assist the job seekers as well as budding organizations. Under the guidance of our diligent owner, we have been able to deliver streamlined placement solutions to our valuable clients with sheer professionalism. Our office is deeply rooted in New Delhi (India) and we are blessed with committed and dedicated personnel that strive to fulfill all the clients requirements, efficiently. As a client-centric company, we have designed our business operations flexibly so that we can tailor our services to meet the expectations of our clients.