JRG Financial Services Pvt. Ltd.

Customer Relationship Manager

Posted 3 Days Ago

Be an Early Applicant

Gurgaon, Gurugram, Haryana, IND

In-Office

Entry level

Financial Services

The Role

Manage end-to-end mutual fund and insurance operations, including applications, transactions, KYC, policy issuance, renewals, endorsements, and service requests. Support client onboarding and relationship management teams, coordinate with AMCs, RTAs, insurers, and financial institutions, resolve processing issues, and prepare MIS reports, reconciliations, trackers, and operational statements.

Summary Generated by Built In

Wealth Escalator by JRG Financial Services Pvt Ltd is a growing financial services firm specializing in the distribution of mutual funds, insurance, and investment solutions. The company focuses on helping clients achieve their financial goals through personalized investment strategies and financial planning.

We are looking for a dynamic Operations Relationship Manager to ensure seamless client servicing and efficient execution of financial transactions across Mutual Funds and Insurance. The role involves coordinating with clients, Relationship Managers and channel partners to facilitate smooth processing, timely resolution of service requirements and a high standard of client experience.

Skills Required

Strong communication skills in English & Hindi.
Good knowledge of Mutual Fund and Insurance operations.
Strong attention to detail, follow-up and coordination skills.
Strong client engagement and relationship-building skills
Ability to manage multiple tasks independently and within timelines.
Proficiency in Advance MS Excel.

Education

Bachelor’s degree in Commerce, Business Administration, Finance or related field.
NISM Series V-A is a plus.

Requirements

Manage end-to-end Operations, including transactions, applications, KYC, policy issuance, renewals, endorsements and service requests.
Support client onboarding and Relationship Management teams with documentation, risk profiling, applications and transaction processing.
Coordinate with channel partners, including AMCs, RTAs, insurers and other financial institutions, for timely processing, follow-ups and issue resolution.
Prepare daily/monthly MIS, reconciliation statements, trackers and operational reports.

Benefits

Competitive Salary + Performance Incentives
Group Health Insurance
Gratuity Benefits
Leave Encashment

Skills Required

Strong communication skills in English and Hindi
Knowledge of mutual fund and insurance operations
Strong attention to detail, follow-up, and coordination skills
Client engagement and relationship-building skills
Ability to manage multiple tasks independently within timelines
Proficiency in advanced Microsoft Excel
Bachelor's degree in Commerce, Business Administration, Finance, or a related field
NISM Series V-A certification

View all jobs at JRG Financial Services Pvt. Ltd.

View JRG Financial Services Pvt. Ltd. Profile

Report Job

Am I A Good Fit?

beta

Get Personalized Job Insights.

Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company

8 Employees

Year Founded: 2007

What We Do

JRG Financial Services Pvt. Ltd., operating as Wealth Escalator by JRG Financial Services, is a Gurugram-based financial advisory firm founded in 2007. It helps individuals and families build long-term wealth through financial planning, goal setting, risk management, strategic investments, and wealth management. The company also promotes financial literacy and offers resources, webinars, calculators, and investment products including mutual funds, equities, bonds, and fixed deposits.