Hiring Trainee/Executive – Customer Relationship Executive for Chennai location

3 days ago


Chennai, Tamil Nadu, India T & A Solutions Full time ₹ 1,80,000 - ₹ 3,60,000 per year
Posted on -April 12, 2022
  • Designation -
  • Location - Chennai
  • Experience -
  • Salary k PM
  • Gender -
  • Qualification -
  • Skills -
  • Target Industry -

Designation : Trainee/Executive – Customer Relationship Executive

Gender : Male – 1

Qualification: UG / PG Degree (With Financial Background)

Experience : 1 – 2yrs

Salary : Rs.15,000 to 25,000 per month for the first 6 months. After 6 months of probationary period, depending upon the performance salary will be hiked and allowances will be given.

Location : Chennai

Key Skills

● Good Communication in English.
● Computer Knowledge.
● Good Knowledge in Microsoft Excel.
● Typing.

Job Description

· Communicate effectively with financial advisors, marketing staff and services team for decision.

· Understand client's needs and advice based on financial objectives.

· Build and maintain client base, keeping current client plans up-to-date.

· Maintain constant engagement with clients to optimize investment opportunies.

Maintain a database of all research information with conclusions and recommendations.

· 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

· Preferably 6 months to 2 years work experience candidate with Good Knowledge in Stock Market & Mutual Funds.

Working Days : Monday to Saturday

Working Hours : 10 A.M. – 6.30 P.M. (Including Saturday)

No. Of Openings : 5

If interested can forward your updated resume on *** and can directly contact us on *** also can provide our reference to your friends and colleagues


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