Client Service Executive

Job Title: Client Service Executive

Company: JEET FIN SERVICES LLP

Location: Mumbai

Job Summary:

JEET FIN SERVICES LLP is looking for a proactive and customer-focused Client Service Executive to manage client relationships, handle mutual fund and insurance servicing, and ensure a smooth investment experience.

Key Responsibilities:

Mutual Fund Operations:

·        Handle day-to-day client servicing related to mutual funds

·        Assist clients with SIP, Lumpsum, Redemptions, and Switch transactions

·        Coordinate for KYC updates, FATCA, and documentation

·        Maintain accurate client records and transaction details

·        Generate reports (AUM, SIP status, portfolio updates)

·        Assisting Senior management in organizing various client awareness Seminar, Webinar, and Informal Activities

Insurance Operations:

·        Prepare and share insurance quotations (Health / Term / General Insurance)

·        Assist clients in policy selection based on requirements

·        Handle proposal form filling and submission

·        Manage policy login process on insurance portals

·        Coordinate with insurance companies for policy issuance and updates

·        Track renewals and follow-ups with clients

 Eligibility Criteria:

1.        Graduation or equivalent qualification; additional certifications or degrees are a plus

2.        Experience in operations or back office or support roles, showcasing strong organizational abilities

3.        Excellent written and verbal communication skills for client engagement

4.        Proficiency in MS Office and database management systems

5.        Strong attention to detail and accuracy in data entry and documentation

6.        Ability to work independently and collaboratively in a team environment

7.        Adaptability and multitasking skills

8.        Experience 1-2 years (Freshers can also apply)

Salary: As per industry standards.