Job Overview
*Scope of the Role:*
The role involves supporting clients throughout their investment journey, handling client queries and service requests, coordinating investment-related activities, assisting with account opening and documentation, following up with clients, and supporting the team in achieving business and client service objectives.
*Job Description:*
* Handle client queries and provide investment-related support. * Assist clients with account opening and documentation. * Coordinate with internal teams for smooth service delivery. * Follow up with clients regarding investment and service requests. * Support lead generation and business development activities. * Maintain accurate client records and documentation. * Assist in achieving business and customer service objectives.
*Ideal Candidate:* The ideal candidate should be a graduate with **1–3 years of experience in banking, investment, financial services, or direct sales**, along with strong communication, client-handling, and relationship-building skills.