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We are looking for a Client Support Executive to join our Relationship Management team at our company. This role will be responsible for providing seamless operational and client support to Relationship Managers (RMs), ensuring timely execution of client transactions, accurate reporting, and efficient resolution of service-related queries. The idea...
Oct 23, 2026
We are looking for an experienced Investment Coach with strong, well-rounded mutual fund and portfolio advisory knowledge to manage high-value client relationships, conduct in-depth portfolio reviews, and drive significant investment growth. This role requires the ability to profile clients accurately, analyze portfolios and fund factsheets, and ad...
Sep 28, 2026
We are seeking a dynamic and result-oriented Relationship Manager – Mutual Fund Sales to acquire, manage, and grow relationships with retail and HNI clients. The role involves promoting mutual fund products, achieving sales targets, and delivering superior customer service while ensuring regulatory compliance. Key Responsibilities1. Client Acqu...
To assist customers with queries related to their investments, products , features etc via calls and chats and deal with multiple customers Acquire required product and process knowledge and keep a track of all the changes Maintaining a positive, empathetic and professional attitude toward customers at all times. Identify and assess customers...
Sep 03, 2026
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