Client Relationship Manager Welher Investment Services Pvt Ltd

About Welher Investment Services Pvt Ltd

Job Description

1. Conduct Client Onboarding Meetings, Explain Service Offerings, And Complete Risk Profiling Exercises.2. Communicate Mutual Fund Recommendations Based On Client Goals, Risk Profile, And Time Horizon.3. Schedule And Conduct Periodic Client Portfolio Reviews (Half-Yearly Or Annual).4. Track And Report Goal Progress (Education, Retirement, Wealth Creation, Etc.) Through Portfolio Review Reports.5. Handle Client Servicing Queries Related To Transactions, Non-Financial Changes, Statements, And App Usage.6. Ensure All Client Communications (Email, Whatsapp, Call) Adhere To Compliance Guidelines And Approved Templates.7. Liaise Internally With The Operations Team To Ensure Smooth Transaction Processing And Client Servicing.

Salary: Rs. 13500 - Rs. 70000

Qualification: 12th Pass

Location: Jalandhar

Work Hours: 09:00 am - 5:00pm | Monday to Saturday

Job Category: Business Development

Thoda English

| Basic Excel

1. Conduct Client Onboarding Meetings, Explain Service Offerings, And Complete Risk Profiling Exercises.2. Communicate Mutual Fund Recommendations Based On Client Goals, Risk Profile, And Time Horizon.3. Schedule And Conduct Periodic Client Portfolio Reviews (Half-Yearly Or Annual).4. Track And Report Goal Progress (Education, Retirement, Wealth Creation, Etc.) Through Portfolio Review Reports.5. Handle Client Servicing Queries Related To Transactions, Non-Financial Changes, Statements, And App Usage.6. Ensure All Client Communications (Email, Whatsapp, Call) Adhere To Compliance Guidelines And Approved Templates.7. Liaise Internally With The Operations Team To Ensure Smooth Transaction Processing And Client Servicing. Basic Excel