Trainee/executive - Customer Relationship Executive
1 month ago
You can reach them by phone at** 91-44-42030722** or through
**Trainee/Executive - Customer Relationship Executive**:
**Gender**:Male
**Qualification**:UG / PG Degree (With Financial Background
**Experience**:1 - 2yrs
**Location**: Chennai
**Key Skills**:
- Good Communication in English.
- Computer Knowledge.
- Good Knowledge in Microsoft Excel and word.
- Typing.
- Assessing Customer for Investment - Online & Offline Mode.
- Preparing & Analysis of Client’s Investment Portfolio.
- Preparation of Investment Reports.
- Portfolio Review of Client at Regular Intervals.
- Client renewal follow-ups.
- Coordinate with clients regularly and close his/her issues within a time period.
- need to visit client place within Chennai.
- Two Wheeler is mandatory.
- knowledge and experience in mutual funds is an added advantage.
- No Target, maintain our existing clients.
**Working Days**:Monday to Saturday
**Working Hours**:10 A.M. - 6.30 P.M. (Including Saturday
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