Customer Relations Executive
1 month ago
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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