Client Service Associate

Big Bee Consultant

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