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Key Responsibilities - Build and maintain strong relationships with clients by understanding their financial goals and providing excellent service. - Assist clients with Mutual Funds, Stocks, Trading, Insurance, Loans, and other financial products. - Handle client onboarding, KYC, documentation, policy servicing, claims, and investment transactions. - Conduct regular portfolio reviews and coordinate with the investment team to provide suitable financial solutions. - Identify cross-selling and business development opportunities through referrals and client relationships. - Maintain accurate client records, follow-ups, and service requests in the CRM system. - Coordinate with operations, compliance, and product teams to ensure timely execution of client requests. - Stay updated on financial markets, investment products, and regulatory guidelines to provide informed client support. Skills Required - Strong communication and relationship management skills. - Basic knowledge of Mutual Funds, Equity Markets, Insurance, and Financial Services. - Customer-focused with excellent problem-solving abilities. - Proficiency in MS Office and CRM software. - Ability to work in a target-oriented and team-driven workplace. Compensation: 10,000.00 - 25,000.00 per month Work Location: In person .