Client Services Representative

5 months ago


Bengaluru, India Sunergeo India Corporation Full time

Responsible for the administration of any alterations and implementations.
Assist with enquiries, generate reports, collect and process Know Your Client (KYC) documents.
Updating CRM system(Xplan) and maintain client files along with online filing.

SKills:

- Experience in Australian financial planning
- Xplan Knowledge
- Fluent English Communication

Shift : 10 AM to 4 PM

**Salary**: ₹400,000.00 - ₹800,000.00 per year

Schedule:

- Monday to Friday
- Morning shift

Ability to commute/relocate:

- Bengaluru, Karnataka: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- Financial planning: 1 year (preferred)
- Xplan: 1 year (preferred)

Work Location: In person



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