Client Relationship Executive Jobs in Noida - Providential Advisory Services Private Limited
Job Description
The role will include following responsibilities:
· Relationship management and portfolio structuring of outstation clients
· Managing leads coming through social media campaigns
· Do preliminary assessments of needs of prospective customers and advising them
· Explaining benefits of investing in mutual funds
· Relationship management of sub- brokers
· Prepare Various Reports for clients and Management
· Assist and coordinate with operations, sales and marketing teams
Job Particulars
About Company
Nivesh.com is a mass market mutual funds investment platform.
Nivesh.com is a paperless experience for the investors. The platform simplifies the process by categorizing funds as per broad investment objectives, and further curating schemes to provide a shortlist. The aim is to take away the complexity while ensuring objective investment process. After initial account creation, investors can transact in mutual funds in few simple steps. Post transaction, the platform helps in tracking the portfolio performance with timely alerts and notifications.
Local business partners are key elements in our strategy. They assist investors in the onboarding process and make them comfortable in using the platform for transactions and tracking performance.
Nivesh.com is owned by Providential Advisory Services Private Limited.
It is AMFI registered ARN holder, and is empanelled with various mutual funds for distributing their mutual funds schemes. The Company is also registered with Bombay Stock Exchange (BSE) for online transactions in mutual funds.
