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