Customer Relations Executive

1 month ago


Teynampet Chennai Tamil Nadu, India Work Global Full time

Assisting Customer for Investment - Online & Offline Mode.
Preparing & Analysis of Client's Investment Portfolio Report
Preparation of Investment Reports.
Portfolio Review of Client at Regular Intervals.
Client renewal follow ups. Client Visits. Acquiring new clients & managing the relationship for their investments in mutual funds. Responsible for identifying customer needs, assessing their risk appetite and Providing them investment options.

Qualification - Any Graduate with 1 - 2 years Customer service experience

**Desired skills**

Good Communication in English / Computer Knowledge / Typing

**Salary**: ₹12,000.00 - ₹20,000.00 per month

Schedule:

- Day shift

Ability to commute/relocate:

- OMR, Chennai - 602109, Tamil Nadu: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work (preferred)



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