{"id":1312,"date":"2025-12-03T10:15:43","date_gmt":"2025-12-03T10:15:43","guid":{"rendered":"https:\/\/www.naikwealth.in\/blog\/?post_type=awsm_job_openings&p=1312"},"modified":"2025-12-03T10:15:43","modified_gmt":"2025-12-03T10:15:43","slug":"senior-client-support-executive","status":"publish","type":"awsm_job_openings","link":"https:\/\/www.naikwealth.in\/blog\/jobs\/senior-client-support-executive\/","title":{"rendered":"Senior Client Support Executive"},"content":{"rendered":"
Company Profile:<\/strong><\/h5>\n

A D Naik Wealth is one of India\u2019s top mutual fund distributors, specializing in wealth creation and protection for High-Net-Worth Individuals (HNIs). As a trailblazer in financial services, A D Naik Wealth emphasizes trust, innovation, and exceptional client service.<\/p>\n

Job Description: Senior Client Support Executive<\/strong><\/h5>\n

Role Overview<\/strong><\/p>\n

Key Responsibilities:<\/b><\/p>\n

    \n
  • Respond to client queries via phone, email, chat, or social media in a timely and professional<\/span>
    \n<\/span> manner.<\/span><\/li>\n
  • Provide accurate and relevant information about mutual fund products.<\/span><\/li>\n
  • Research and resolve issues related to transactions, accounts, statements, NAVs, dividends, <\/span>tax implications, etc.<\/span><\/li>\n
  • Coordinate with internal and external stakeholders, such as fund houses, registrars, banks, <\/span>and regulatory bodies, to ensure smooth service delivery.<\/span><\/li>\n
  • Track and report client feedback, complaints, and suggestions to improve customer <\/span>satisfaction and retention.<\/span><\/li>\n
  • Maintain and update client\u2019s records and documentation in compliance with SEBI <\/span>regulations.<\/span><\/li>\n
  • Follow up with clients to ensure their queries are resolved and their expectations are met.<\/span><\/li>\n
  • Educate and guide customers on the benefits of mutual fund investments and the features of <\/span>our platform.<\/span><\/li>\n
  • Identify and escalate complex or high-priority issues to the appropriate team or manager.<\/span><\/li>\n
  • Stay updated with the latest market trends, fund performance, and regulatory changes <\/span>affecting mutual fund investments.<\/span><\/li>\n<\/ul>\n

    Candidate Profile:<\/b><\/p>\n

      \n
    • MBA\/Inter CA<\/span><\/li>\n
    • Minimum 3 years of experience in client service in the mutual fund industry.<\/span><\/li>\n
    • Excellent communication and interpersonal skills, both verbal and written.<\/span><\/li>\n
    • Proficient in MS Office, CRM software, and online platforms.<\/span><\/li>\n
    • Knowledge of mutual fund products, services, processes, and policies.<\/span><\/li>\n
    • Ability to handle multiple tasks and prioritize effectively.<\/span><\/li>\n
    • Ability to work independently and as part of a team.<\/span><\/li>\n
    • Ability to work under pressure and meet deadlines.<\/span><\/li>\n
    • NISM certification in mutual fund distribution or equivalent.\u00a0<\/span><\/li>\n<\/ul>\n

      \u00a0<\/span>Location:<\/b> Goregaon<\/span><\/p>\n

      \u00a0Email:<\/strong> adnghr@naikwealth.in\/pritika@naikwealth.in<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

      Company Profile: A D Naik Wealth is one of India\u2019s top mutual fund distributors, specializing in wealth creation and protection for High-Net-Worth Individuals (HNIs). As a trailblazer in financial services, A D Naik Wealth emphasizes trust, innovation, and exceptional client service. Job Description: Senior Client Support Executive Role Overview Key Responsibilities: Respond to client queries…<\/p>\n","protected":false},"author":2,"template":"","meta":{"_kad_post_transparent":"default","_kad_post_title":"default","_kad_post_layout":"default","_kad_post_sidebar_id":"","_kad_post_content_style":"default","_kad_post_vertical_padding":"default","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false},"class_list":["post-1312","awsm_job_openings","type-awsm_job_openings","status-publish","hentry","job-category-customer-service-support","job-type-full-time","job-location-mumbai"],"yoast_head":"\nSenior Client Support Executive - AD Naik Wealth<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.naikwealth.in\/blog\/jobs\/senior-client-support-executive\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Senior Client Support Executive - AD Naik Wealth\" \/>\n<meta property=\"og:description\" content=\"Company Profile: A D Naik Wealth is one of India\u2019s top mutual fund distributors, specializing in wealth creation and protection for High-Net-Worth Individuals (HNIs). As a trailblazer in financial services, A D Naik Wealth emphasizes trust, innovation, and exceptional client service. Job Description: Senior Client Support Executive Role Overview Key Responsibilities: Respond to client queries...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.naikwealth.in\/blog\/jobs\/senior-client-support-executive\/\" \/>\n<meta property=\"og:site_name\" content=\"AD Naik Wealth\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.naikwealth.in\/blog\/jobs\/senior-client-support-executive\/\",\"url\":\"https:\/\/www.naikwealth.in\/blog\/jobs\/senior-client-support-executive\/\",\"name\":\"Senior Client Support Executive - AD Naik Wealth\",\"isPartOf\":{\"@id\":\"https:\/\/www.naikwealth.in\/blog\/#website\"},\"datePublished\":\"2025-12-03T10:15:43+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.naikwealth.in\/blog\/jobs\/senior-client-support-executive\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.naikwealth.in\/blog\/jobs\/senior-client-support-executive\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.naikwealth.in\/blog\/jobs\/senior-client-support-executive\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.naikwealth.in\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Job Openings\",\"item\":\"https:\/\/www.naikwealth.in\/blog\/jobs\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Senior Client Support Executive\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.naikwealth.in\/blog\/#website\",\"url\":\"https:\/\/www.naikwealth.in\/blog\/\",\"name\":\"AD Naik Wealth\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.naikwealth.in\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Senior Client Support Executive - AD Naik Wealth","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.naikwealth.in\/blog\/jobs\/senior-client-support-executive\/","og_locale":"en_US","og_type":"article","og_title":"Senior Client Support Executive - AD Naik Wealth","og_description":"Company Profile: A D Naik Wealth is one of India\u2019s top mutual fund distributors, specializing in wealth creation and protection for High-Net-Worth Individuals (HNIs). As a trailblazer in financial services, A D Naik Wealth emphasizes trust, innovation, and exceptional client service. Job Description: Senior Client Support Executive Role Overview Key Responsibilities: Respond to client queries...","og_url":"https:\/\/www.naikwealth.in\/blog\/jobs\/senior-client-support-executive\/","og_site_name":"AD Naik Wealth","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.naikwealth.in\/blog\/jobs\/senior-client-support-executive\/","url":"https:\/\/www.naikwealth.in\/blog\/jobs\/senior-client-support-executive\/","name":"Senior Client Support Executive - AD Naik Wealth","isPartOf":{"@id":"https:\/\/www.naikwealth.in\/blog\/#website"},"datePublished":"2025-12-03T10:15:43+00:00","breadcrumb":{"@id":"https:\/\/www.naikwealth.in\/blog\/jobs\/senior-client-support-executive\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.naikwealth.in\/blog\/jobs\/senior-client-support-executive\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.naikwealth.in\/blog\/jobs\/senior-client-support-executive\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.naikwealth.in\/blog\/"},{"@type":"ListItem","position":2,"name":"Job Openings","item":"https:\/\/www.naikwealth.in\/blog\/jobs\/"},{"@type":"ListItem","position":3,"name":"Senior Client Support Executive"}]},{"@type":"WebSite","@id":"https:\/\/www.naikwealth.in\/blog\/#website","url":"https:\/\/www.naikwealth.in\/blog\/","name":"AD Naik Wealth","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.naikwealth.in\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/www.naikwealth.in\/blog\/wp-json\/wp\/v2\/awsm_job_openings\/1312","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.naikwealth.in\/blog\/wp-json\/wp\/v2\/awsm_job_openings"}],"about":[{"href":"https:\/\/www.naikwealth.in\/blog\/wp-json\/wp\/v2\/types\/awsm_job_openings"}],"author":[{"embeddable":true,"href":"https:\/\/www.naikwealth.in\/blog\/wp-json\/wp\/v2\/users\/2"}],"version-history":[{"count":1,"href":"https:\/\/www.naikwealth.in\/blog\/wp-json\/wp\/v2\/awsm_job_openings\/1312\/revisions"}],"predecessor-version":[{"id":1313,"href":"https:\/\/www.naikwealth.in\/blog\/wp-json\/wp\/v2\/awsm_job_openings\/1312\/revisions\/1313"}],"wp:attachment":[{"href":"https:\/\/www.naikwealth.in\/blog\/wp-json\/wp\/v2\/media?parent=1312"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}