Customer Relationship Executive in Panchkula, New Chandigarh, Chandigarh, Mohali, Zirakpur

Key Responsibilities

• Prospect for new business through various channels and follow up with warm leads.
• Provide prompt, accurate, and friendly customer service. This will include responding to inquiries regarding financial planning, investment options, documentation, assisting with transfers, goal mapping and performance review against client goals.
• Use a customer-focused, needs-based process to educate customers about investment options through IAPs at corporates and “Hum Aapke Dawar” sessions for HNI and UHNI.
• Hold internal and client facing status meetings and updates that report on performance, issues, and continuous improvement.
• Create and maintain comprehensive project and client documentation.
• Plan and facilitate client-planning sessions to ensure all contractual obligations are met and performance of client’s portfolio is on par with expectations.
• Build strong working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle.
  
  

About Company: Sahayak Associates is a wealth management firm that offers a complete range of solutions to help build, manage, and preserve wealth for its clients by executing strategies that maximize growth and optimize risk. At Sahayak, we are determined to offer a seamless customer experience that maintains the highest standards of confidentiality and keeps the interests and financial goals of our customers in mind. Sahayak Associates comprises a team of experienced finance professionals and is one of the fastest-growing wealth management firms in the region, handling more than 500 clients at present.