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

Sahayak Associates


Date: 1 day ago
City: Chandīgarh, Chandigarh
Contract type: Full time
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.

How to apply

To apply for this job you need to authorize on our website. If you don't have an account yet, please register.

Post a resume

Similar jobs

Senior Executive - Material Planning & Stores

Bacardi, Chandīgarh, Chandigarh
1 week ago
[Please note this is a Direct Search led by Bacardi, Applications from agencies will not be accepted nor will fees be paid for unsolicited CVs.] Play key role in material planning for the site & assist Site head in Production planning Timely GRN of material & Material reconciliation with gate records (including accuracy / updation of BOMs), Realtime status of...

Sales Executive (Fun Conusltant )

Reliance Retail, Chandīgarh, Chandigarh
₹16,000 - ₹20,000 per month
1 week ago
Job Title: Fun ConsultantGrade: A1/A2 Role:Warmly welcome and approach each customer customers inclination to shop starts right from the first step & eye contact.Believes and lives the attitude of Sheer customer delight go beyondTo efficiently adhere to all company procedures and policies.To work with the team to achieve award winning customer service.To actively approach all aspects of work inKey Responsibilities:...

Senior HR Administrator

Oceaneering, Chandīgarh, Chandigarh
1 week ago
Company ProfileSince year 2003, Oceaneering’s India Center has been an integral part of operations for Oceaneering’s robust product and service offerings across the globe. This center caters to diverse business needs, from oil and gas field infrastructure, subsea robotics to automated material handling & logistics.Our multidisciplinary team offers a wide spectrum of solutions, encompassing Subsea Engineering, Robotics, Automation, Control Systems,...