Customer Assisting for Investment
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
**Job Types**: Full-time, Regular / Permanent
**Salary**: ₹20,000.00 - ₹22,000.00 per month
**Benefits**:
- Paid sick time
- Paid time off
- Provident Fund
Schedule:
- Day shift
- Monday to Friday
Ability to commute/relocate:
- Chennai, Tamil Nadu: Reliably commute or willing to relocate with an employer-provided relocation package (required)
**Experience**:
- total work: 1 year (preferred)
- Customer service: 1 year (preferred)
**Language**:
- English (preferred)
Work Location: One location
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