Client Service Officer
7 months ago
Experience/ skills required:
- Bachelor’s degree in finance, business administration, economics, or a related field ispreferred. Minimum 1 years of experience in customer service or client-facing roles within the financialservices industry, particularly in any asset management company, investment platform orbrokerage firm, is highly desirable. Financial Knowledge: Strong understanding of investment products and financialmarkets. Familiarity with asset classes such as mutual funds, stocks and deposits isadvantageous. Communication Skills: Excellent verbal and written communication skills with the abilityto articulate complex concepts in a clear and concise manner. Active listening skills andempathy are crucial for effectively addressing client needs. Problem-Solving Abilities: Strong analytical and problem-solving skills to assess clientinquiries, identify root causes, and provide effective solutions. Ability to handle multipletasks simultaneously in a fast-paced environment. Technology Proficiency: Comfortable using investment platforms and customerrelationship management (CRM) software. Proficiency in MS Office suite (Word, Excel,Outlook) is expected.
**Job Types**: Full-time, Permanent
Pay: ₹16,590.94 - ₹22,726.10 per month
**Benefits**:
- Provident Fund
Schedule:
- Day shift
- Morning shift
Supplemental pay types:
- Joining bonus
- Performance bonus
**Education**:
- Bachelor's (preferred)
**Experience**:
- loan sales: 1 year (preferred)
- Telemarketing: 1 year (preferred)
- Investment banking: 1 year (preferred)
**Language**:
- English (preferred)
Ability to Relocate:
- Thane, Maharashtra: Relocate before starting work (required)
Work Location: In person
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