Job Title

Client Service Associate

Job City

Bangalore

Company Profile

We are a premier investment services company in Bangalore. We are a forward-looking, technology-savvy, and process-oriented organization. The aspirant will have one of the best learning and growing opportunities. We are passionate about making a difference in a client’s life. More so, Founders are driven to create value for all the participants – clients and employees. We are one of the few companies in Bangalore that manage assets worth more than 195 crores in mutual funds. Our approach is to guide and nurture the client’s financial life.

Job Profile & Responsibilities

• Scheduling & Preparing for the client meeting, write minutes of meeting
• Keeping track of client implementation plan and liaison with the execution team
• Reporting, CRM Management (client records, Insights, Opportunities, segmentation)
• Investment back-office handling
• Client query handling, managing follow-ups.
• Marketing (feed lists, website, social media, client contact touchpoints)
• Traditional office administration

Prefered Qualifications

• Desired – B com with 3-year experience/ MBA finance with 1-2 year experience / AFP/MBA finance fresher.
• Experience Required -2+ years of experience in the financial services industry / mutual fund Distribution/ Insurance operations
• Sales or pre-sales experience is added advantage”

Desired Candidate Profile

• Service-oriented – Interested in and comfortable with financial concepts
• Excellent communication skills (verbal and written)
• Strong organizational and time-management skills
• Collaborative team player
• A steady, patient, and consistent approach to work tasks
• Performs well with systematic processes and procedures
• Patient and persistent with others
• Critical thinker and detail-oriented

Additional Details

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Salary Range

As per industry standards.

How to Apply

kshitija@ggindia.com