Job Title: Customer Relations Executive
Type: Work from Office
Location: Kohinoor Square, Dadar, Mumbai
Workdays: Monday to Friday (Saturday holiday)
Experience: Freshers welcome, 1-2 years of experience preferred
Language Requirements: Fluent spoken English and basic Hindi
Joining: Immediate
About Us
SPTulsian Investment Advisory Services is a dynamic and innovative financial services firm specializing in delivering investment advice to clients. We are expanding and looking for enthusiastic individuals to grow with us.
Role Overview
We’re hiring a Customer Relations Executive to manage client communication, assist in onboarding, solving queries, support business development, and ensure a smooth customer experience.
Key Responsibilities
· Serve as a point of contact for clients, addressing inquiries and ensuring a smooth client experience
· Support end-to-end onboarding of new clients, including documentation, compliance checks, and account activation
· Track and follow up on leads, ensuring seamless communication and engagement with potential customers
· Build and maintain strong client relationships through query solving, co-ordination for KYC (know your client) and other updates
· Strong organizational and time management skills with the ability to manage multiple clients and tasks simultaneously
What We’re Looking For
· Strong communication and people skills
· Organized and proactive approach
· Willingness to learn
To Apply: Email your resume to manali@sptulsian.com with subject: Application for Customer Relations Executive