Customer Relationship Executive(Male)

4 days ago


Teynampet Chennai Tamil Nadu, India multisolution business 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

*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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