Customer Assisting for Investment

1 month ago


Chennai, India Industrial Support Services 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

**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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