Client Relationship Executive

Job Title: Investor Relationship Executive

Location : Mumbai & Navi Mumbai 

Experience: 0 – 1 year (Freshers Welcome)

Education: Graduate or Postgraduate (Commerce stream preferred)

About the Organization:-

We are a leading player in the financial services industry, recognized for our commitment to excellence, trust, and innovation. Our investor servicing division is known for setting benchmarks in client experience and operational efficiency. Joining our team means becoming part of a global legacy built on integrity, precision, and continuous learning.

Role Overview:-

We are seeking enthusiastic and detail-oriented individuals to join our Investor Servicing and Relationship Management Team.

This is an excellent opportunity for recent graduates to begin their professional journey in financial services, assisting investors, managing service requests,

and ensuring a seamless experience across multiple touchpoints.

Key Responsibilities:-

Interact with investors to provide accurate and timely resolutions to their queries.

Ensure every response is complete and professional, maintaining high service standards.

Meet 100% turnaround targets for query and request resolution.

Coordinate internally with relevant departments to process investor-related requests such as Demand Draft (DD) applications.

Maintain a polished, professional, and customer-focused approach at all times.

Required Skills:-

Strong verbal and written communication skills in English.

Basic computer proficiency (MS Office and email handling).

Excellent interpersonal and service orientation skills.

Preferred Skills:-

Prior internship or exposure to the financial services or customer relationship domain.

Understanding of investor servicing or client management processes.

What We Offer:-

Structured Training & Mentorship: Comprehensive onboarding and guidance from experienced professionals.

Career Development: A clear path for professional growth within a globally reputed financial services organization.

Supportive Work Environment: A culture that values learning, collaboration, and excellence.

Exposure to Global Standards: Opportunities to learn from and contribute to a team driven by international best practices.

Step into a career that combines professionalism, learning, and growth and be part of a team that values both performance and people.