Cro

2 weeks ago

Udaipur, India Cognus technology Full time

Lead Conversion

1. Assist clients in completing KYC process, ECS registration and related documentation.

2. Attend leads, understand their needs and convert them into investments.

3. Give recommendation of funds to the clients as per their investment objectives.

4. Analyze and Manage client’s portfolios

5. Build and maintain the client base.

Client Support

7. Understand their queries and provide the right solution in the given time.

8. Coordinating with the external parties.

Operations Activities

9. Processing KYC and Mandate to the respective agencies

10. Updating funds information in the CMS panel to update website data

11. Managing certain operation activities
**Requirements**:
1. Knowledge of Mutual Funds

2. Good Interpersonal & Convincing Skills.

3. Excellent Communication Skills - ENGLISH

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

**Salary**: Up to ₹21,000.00 per month

Schedule:

- Flexible shift

Ability to commute/relocate:

- Udaipur, Rajasthan: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 8306107771

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