
Client Servicing
2 weeks ago
Responsible for joint calls with sales team, KYC completion, MIS reporting, client onboarding support, account servicing, insurance proposal building, trading software demo, query resolution, support sales team in client coordination ,documentation
Required Candidate profile
1–3 years experience in mutual funds, insurance, or financial services. Strong in client servicing, documentation, and operations support for sales team, excellent communication skills, open to travel
Perks and benefits
Rravel expense, Mobile expense, Accident cover EPF
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