Customer Relations Officer

Vyas Vinod

0 - 31 years

1 - 2 Lacs

Gotri, Vadodara

Posted:4 days ago| Platform: Apna logo

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Skills Required

communication portfolios service networking planning documentation compliance processing reporting retention crm excel schedule sip tracking addition reports support marketing outreach certification learning

Work Mode

On-site

Job Type

Full Time

Job Description

Experience Required: 1–5 years (Freshers with strong communication skills may also apply) Key Responsibilities: Build and maintain strong relationships with existing mutual fund investors. Regularly update clients about their investment portfolios, market developments, and new opportunities. Proactively handle client queries, concerns, and service requests. Onboard new clients through referrals, networking, and walk-ins. Assist in financial goal planning and recommend suitable mutual fund schemes. Ensure timely documentation and compliance with regulatory norms. Coordinate with back-office for transaction processing and reporting. Track SIPs, redemptions, and ensure high client retention and satisfaction. Key Tasks: Maintain detailed client records in CRM or Excel. Schedule review meetings with clients (physical or virtual). Follow-up for SIP renewals, STPs, and goal tracking. Help clients with KYC, nominee addition, and account statements. Generate reports on client servicing, AUM movement, and lead conversion. Support marketing and social media outreach to attract new clients. Ideal Candidate Profile: Good communication skills (Gujarati, Hindi, English). Basic knowledge of mutual funds, SIPs, and investment concepts. Client-centric attitude and a willingness to learn. Knowledge of MS Excel / CRM tools preferred. AMFI/NISM certification is a plus (can be done post joining). Why Join Us? Work directly with a senior Mutual Fund Distributor managing ₹100+ crore AUM. Great learning opportunity with a growth-focused team. Friendly, supportive work culture.

More Jobs at Vyas Vinod

Customer Relations Officer

Gotri, Vadodara

Experience: Not specified

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Customer Relations Officer