Front Office Executive
2 weeks ago
Handling account opening for clients in a seamless manner.
- Profiling clients for their risk appetite.
- Maintaining a register of new clients, getting to know their needs and mapping them to the appropriate staff.
- Making sure new clients enrolled in the month are comfortable with the platform and have started using the services.
- Enrolling new clients each week into relevant whatsapp groups
- Maintaining proper databases of client accounts and their data.
- Saving client documents in relevant folders/Digi lockers.
- Addressing clients' queries at the front office and guiding them to respective needs.
- Handling and back office procedures.
- Helping clients with modifications, updations, and service requests.
- Helping clients with demat of physical shares.
- Explaining the various services available at company prospective clients on the various investment options available.
- Follow up on issues for DEMAT clients with the Motilal back office team.
- Assist clients on the various mobile and web features and services available.
- Periodical calling and monitoring of the needs of mapped clients and making efforts to enroll them in our various services.
- Organizing the front office related papers, files, and registers.
- We're hiring freshers with basic computer and Excel skills.
**Salary**: ₹12,000.00 - ₹15,000.00 per month
Schedule:
- Day shift
**Education**:
- Bachelor's (preferred)
**Experience**:
- total work: 1 year (preferred)
**Language**:
- Hindi (preferred)
- English (preferred)
Work Location: In person
**Speak with the employer**
+91 9788110111
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