Avinash Atul Mehta Financial Planner

💼 Job Opportunity – Customer Relationship Manager (CRM)

📍 Location: Vesu, Surat
🏢 Industry: Mutual Fund Distribution
👨‍👩 Position: Customer Relationship Manager (CRM)

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🌟 Role Objective

Build and maintain long-term client relationships, ensure client satisfaction, and support client retention in mutual fund investments.

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📊 Key Responsibilities

Act as the first point of contact for clients.

Maintain strong professional relationships with existing clients.

Handle queries, complaints & service issues effectively.

Conduct regular follow-ups and portfolio review meetings.

Share portfolio updates, market insights & financial news.

Educate clients on mutual funds, SIPs, and investments.

Ensure compliance with SEBI/AMFI guidelines.

Maintain accurate client records in CRM/NJ India system.

Track SIP renewals, maturities, and redemptions.

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🔗 Key Skills

Excellent communication (Gujarati, Hindi, English).

Strong interpersonal & relationship-building ability.

Basic knowledge of mutual funds & financial products.

Problem-solving & client-first approach.

Ability to work on CRM/back-office systems.

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💼 Eligibility

Education: Graduate (Commerce/Finance preferred).

Experience: 1–3 years in client servicing/relationship management (BFSI preferred).

Age: 25–30 years (Preferred).

Gender: Female (Preferred).

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🎁 Benefits

Competitive salary + incentives.

Career growth in financial services.

Exposure to client servicing & advisory skills.

Friendly & professional work environment.

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📞 Apply Now!
For details, contact: Avinash Mehta
📞 Mobile: 8905757666
📧 Email: [email protected]

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