Job Title
Senior Customer Relationship Executive
Job Summary
We are looking for a Senior Customer Relationship Executive who has good experience in providing end-to-end advisory and services to our clients as per requirements.
The candidate should have excellent communication skills. Having prior experience in the finance sector (investment and wealth management) is an added bonus.
Requirements

• At least 2-4 years of experience in client relationship management
• Must have a Graduation degree (preferably MBA, CFA, CFP)
• Excellent communication skills (English speaking skills are a bonus)
• Should have experience using applications like Word, Excel, Powerpoint, etc
• Should be comfortable with operating regular computer applications like email software, CRM software, etc.

Responsibilities

• Responsible for understanding the financial goal of a particular client and providing various financial services/products as required
• Need to review a client’s portfolio regularly and follow up with them on any changes and requirements
• Responsible for maintaining regular interaction with our existing clients and building a strong relationship with them
• Need to take end-to-end responsibility for all kinds of requirements for a client and ensure their lifelong benefits

Location
Kolkata
What We Are Offering

• We offer salaries according to the market standards. It depends on your experience and skills.
• Bonus and incentives offerings throughout the year based on your performance
• We provide Health Insurance and Accidental Insurance for all our employees
• We heavily invest in the personality and skill development of every employee throughout the year
• We focus a lot on ensuring an excellent work-life balance for every employee
• We provide easy loan availability options for the employees (for education, emergency, etc.)
• We provide laptops, phones, etc. and also provide reimbursements for phone bills, internet bills, etc. as per the job requirements
• We take pride in being able to offer you an excellent work culture and an amazing team to work with

Company Profile
ROYS FINANCE (of ROYS VENTURES LLP) is a leading AMFI-registered Mutual Fund Distributor and a Wealth Management company based in Kolkata serving over 1000+ clients and managing over 100 crores of wealth for over 16 years.
It was founded by Asoke Roy, who is a Certified Financial Planner and a renowned figure in the financial space in India, with the aim of taking wealth management and financial awareness to the masses.
ROYS FINANCE provides a variety of financial services like Portfolio Management, Retirement Solutions, Goal-Based Solutions, Tax Planning, etc, and works with a wide range of financial products like Equity Mutual Fund, Debt Fund, Insurance, Pension Scheme, and many more.
Job Types: Full-time, Permanent
Pay: ₹22,000.00 - ₹32,000.00 per month
Benefits:

• Cell phone reimbursement
• Health insurance
• Paid sick time
• Paid time off

Schedule:

• Day shift

Supplemental Pay:

• Performance bonus
• Yearly bonus

Education:

• Bachelor's (Required)

Experience:

• client relationship management: 2 years (Required)
• total work: 3 years (Required)

Language:

• Bengali, Hindi, English (Preferred)

Work Location: In person