Job Title: Customer Relationship Manager
Location: Asansol
Company: Choice India (www.choiceindia.com)
About Us: Choice India is a leading financial services company specializing in investment solutions, including stocks and mutual funds. Our mission is to empower our clients with the best tools and knowledge to make informed financial decisions. We are committed to delivering exceptional service and personalized financial advice to help our clients achieve their investment goals.
Position Overview: We are seeking a dynamic and experienced Customer Relationship Manager with a background in stocks and mutual funds to join our team. The ideal candidate will have a strong understanding of financial products and a proven track record in managing client relationships. As a Customer Relationship Manager at Choice India, you will be responsible for providing high-quality service to our clients, addressing their needs, and helping them navigate their investment options effectively.
Key Responsibilities:

• Client Engagement: Develop and maintain strong relationships with clients, serving as their primary point of contact for all investment-related queries and concerns.
• Investment Guidance: Provide expert advice on stocks, mutual funds, and other investment products, ensuring that clients receive tailored solutions to meet their financial objectives.
• Account Management: Oversee client portfolios, monitor performance, and proactively suggest adjustments to enhance returns and align with clients’ goals.
• Issue Resolution: Address and resolve client issues or complaints promptly and effectively, ensuring high levels of client satisfaction.
• Market Knowledge: Stay updated with market trends, economic developments, and changes in investment products to provide informed and relevant advice to clients.
• Collaboration: Work closely with internal teams, including financial advisors and product specialists, to ensure seamless service delivery and comprehensive client support.
• Reporting: Prepare and deliver detailed reports and presentations to clients, highlighting portfolio performance and strategic recommendations.

Qualifications:

• Experience: Minimum of 3-5 years of experience in customer relationship management or a similar role within the financial services industry, with a focus on stocks and mutual funds.
• Education: Bachelor’s degree.
• Skills:
• Strong understanding of financial markets, investment products, and portfolio management.
• Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
• Proven problem-solving abilities and a proactive approach to addressing client needs.
• Proficiency in financial software and CRM systems.
• Strong analytical skills with attention to detail.

What We Offer:

• Competitive salary (depending on last drawn salary) and performance-based incentives.
• Comprehensive benefits package, including health insurance, retirement plans, and more.
• Opportunities for professional growth and development.
• A collaborative and supportive work environment.

We look forward to hearing from you and exploring how you can contribute to the continued success of Choice India!
Job Type: Full-time
Pay: ₹17,000.00 - ₹30,000.00 per month
Experience:

• total work: 2 years (Preferred)
• Stock broking: 1 year (Preferred)
• Financial services: 1 year (Preferred)

Work Location: In person
Speak with the employer
+91 7001602473