Executive - Customer Relations

4 days ago


Teynampet Chennai Tamil Nadu, India Workontrix Full time

Leading finance company looking for a **Executive - Customer Relationship** to their **Chennai** branch.

**Qualification**: Any graduate (Preferably finance background) | Only **Male** can apply.

**Experience**:Min. 1 - 2 Years of Relevant Experience.

**Skills Required**:Good communication & typing knowledge.

**Job Summary**:

- 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.

**Only immediate joiners are preferred.**

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹15,000.00 - ₹22,000.00 per month

**Benefits**:

- Provident Fund

Schedule:

- Day shift
- Fixed shift

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Teynampet, Chennai, Tamil Nadu: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (preferred)

**Experience**:

- relevant: 1 year (preferred)

**Speak with the employer**
+91 8925762768



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