
Customer Relationship Executive(Male)
4 days 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
*fresher(with financial background) can apply
**Salary**: Up to ₹240,000.00 per year
Schedule:
- Morning shift
Supplemental pay types:
- Performance bonus
Ability to commute/relocate:
- Teynampet, Chennai, Tamil Nadu: Reliably commute or planning to relocate before starting work (required)
Application Question(s):
- do you know typing ?
**Experience**:
- total work: 1 year (required)
- Customer service: 1 year (required)
**Language**:
- English (preferred)
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