Service Executive

3 days ago

Mumbai, Maharashtra, India TrueAsppire Finserve Private Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Company Description

TrueAsppire Finserve Pvt Ltd, based in Mumbai, is dedicated to helping individuals and businesses achieve financial clarity, growth, and security. We offer a complete suite of investment and wealth solutions including Demat account opening, trading support, mutual fund advisory, SIP planning, insurance, IPO guidance, and portfolio review. With over 1000 clients served with trust and transparency, we offer quick and hassle-free onboarding both online and offline. We provide personalized advice tailored to your goals and serve clients across India.

Role Description

This is a full-time, on-site role for a Service Executive based in Mumbai. The Service Executive will be responsible for providing exceptional customer service, assisting clients with investment and wealth solutions, managing client accounts, and supporting onboarding processes. Responsibilities include handling customer queries, providing personalized advice, coordinating with team members for seamless service delivery, and maintaining organization in day-to-day tasks.

Qualifications

  • Excellent Interpersonal Skills and Communication
  • Strong Customer Service abilities and Organization Skills
  • Experience in Team Management
  • Proficiency in handling client accounts and portfolio management is a plus
  • Ability to work effectively in a dynamic team environment

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