Front Office Executive
2 weeks ago
**JD for Front Office Executive, RM**
**You will be predominantly leading the Customer Service and Front Office of ARA Wealth.**
- Handling account opening for clients in a seamless manner
- Profiling clients for their risk appetite
- Maintaining 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 ARA prospective clients on the various investment options available
- Follow up on issues for DEMAT clients with 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 to our various services.
- Organising the front office related papers, files and registers
**Job Types**: Full-time, Permanent
**Salary**: ₹120,000.00 - ₹200,000.00 per year
**Benefits**:
- Provident Fund
Schedule:
- Day shift
**Education**:
- Bachelor's (preferred)
**Experience**:
- total work: 1 year (preferred)
**Language**:
- Hindi (preferred)
- English (preferred)
Ability to Commute:
- Tiruchchirappalli, Tamil Nadu (required)
Ability to Relocate:
- Tiruchchirappalli, Tamil Nadu: Relocate before starting work (preferred)
Work Location: In person
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