Customer Relationship Executive Investments

• 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.
• Prospect for new business through various channels and follow up with warm leads.
• Use a customer-focused, needs-based process to educate customers about investment options
• 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

• MBA.
• Have a good understanding of core business concepts and certification courses in investment and financial markets.
• Must be a Self-starter with a passionate, positive and enthusiastic attitude.
• Excellent communication, presenting and reporting skills in English language desired
• Expertise in Microsoft Office products especially Microsoft Excel
• Have access to a laptop, personal conveyance and smart phone for work purposes

Sahayak Associates