Customer Service Associate

1 month ago


Panaji, India Confederation of Indian Industry Full time

**Role Description**
- Conduct periodic meetings with existing clients, keeping them informed about portfolio performance, and encouraging fresh investments based on cash flows and the established financial plan.
- Address and resolve client grievances and problems promptly.
- Keep clients updated on market trends, including market outlook, new fund offers.
- Offer Portfolio Management Services to clients.
- Maintain data record on daily basis, prepare weekly/monthly reports.

**Qualifications**
- Bachelor's degree is mandatory
- Excellent communication and interpersonal skills
- Good organizational and time-management skills
- Familiarity with Microsoft Office tools
- Experience required 0-3 years. ( Freshers can apply)
- Experience in financial services is a plus

**Salary**: ₹15,000.00 - ₹25,000.00 per month

**Benefits**:

- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Yearly bonus

**Education**:

- Bachelor's (required)

Ability to Commute:

- Panjim, Goa (required)

Work Location: In person

**Speak with the employer**

+91 8999438067



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