Client Servicing Associate

About S. J. Investments

S. J. Investments is an AMFI-registered Mutual Fund Distributor that has been serving investors since 1992. The firm has spent over three decades helping clients build long-term wealth through disciplined, goal-based investing.

We currently operate through two branches in Mumbai, at Fort and Dahisar, supported by a team of 25+ professionals working under the guidance of two founders.

Website: www.sjinvestonline.com

Job Description

You will be responsible for a variety of tasks, including:

• Client Servicing: Provide telephonic and email-based customer service to clients, addressing inquiries and resolving any issues promptly and professionally.

• Investment Details: Generate and distribute account statements for clients, ensuring timely delivery and accuracy of investment information.

• Managing Software: Manage investment transactions, including purchases, sales, and distributions, using our designated software platform.

• Administrative support: Assist with various administrative tasks related to back-office operations, including but not limited to data entry, KYC and FD form filing, and reporting.

Qualifications

• Minimum 1 to 2 years of experience in a back-office or client service role within the financial services industry.

• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).

• Excellent organizational skills with the ability to prioritize and manage multiple tasks effectively.

Onsite role from our Fort office

Timing: 10 AM to 6:30 PM

Pay: ₹20,000.00 - ₹24,000.00 per month

Benefits:

• Provident Fund

Work Location: In person