
Customer Relationship Professional
5 days ago
About the Role
Our organization is seeking a highly skilled and organized Customer Relationship Officer to ensure seamless customer experiences through efficient task management.
- Audit investment application entries into internal systems, scanning of forms and documents, and forwarding to relevant companies for final processing.
- Collaborate with internal departments to update pending transactions and status updates.
- Audit trading and demat account opening forms, making entries into internal systems and forwarding to the head office for account activation.
- Audit pan application entries into internal systems, scanning of forms and documents, and forwarding to the processing company for final processing.
- Audit customer enrollment forms, making entries into internal systems and forwarding to the head office for enrollment.
- Manage inward and outward courier services efficiently.
- Handle petty cash management effectively.
- Provide assistance to walk-in customers and partners.
Key Responsibilities:
- Maintain accurate filing systems as per defined processes.
- Facilitate coordination between various teams, including admin, HR, IT support, and sales support.
Requirements:
- No prior work experience required.
- Bachelor's degree in any field.
- Strong computer operating skills are essential.
- All genders are eligible for this role.
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