Front Office Executive
4 weeks ago
Location:Trichy
JobType: FulltimePermanent
Salary:15000
Requirements
- Handlingaccount opening for clients in a seamlessmanner.
- Profilingclients for their riskappetite.
- Maintaining aregister of new clients getting to know their needs and mappingthem to the appropriatestaff.
- Making sure new clientsenrolled in the month are comfortable with the platform and havestarted using theservices.
- Enrolling new clients eachweek into relevant whatsappgroups
- Maintaining proper databasesof client accounts and theirdata.
- Saving client documents inrelevant folders/digilockers.
- Addressing clients queriesat the front office and guiding them to respectiveneeds.
- Handling and back officeprocedures.
- Helping clients withmodifications updations and servicerequests.
- Helping clients with dematof physical shares.
- Explaining thevarious services available at company prospective clients on thevarious investment optionsavailable.
- Follow up on issues forDEMAT clients with Motilal back officeteam.
- Assist clients on the variousmobile and web features and servicesavailable.
- Periodical calling andmonitoring of the needs of mapped clients and making efforts toenroll them to our variousservices.
- Organizing the frontoffice related papers files andregisters.
- Were hiring freshers withbasic computer and Excelskills.
Essential Qualifications and Skills: High school diploma orequivalent; a bachelor's degree in business or related field is aplus. Proven experience in sales, preferably in the audiovisualequipment industry. Strong communication and interpersonal skills.Excellent customer service and problem-solving abilities.Proficiency in using billing and inventory management systems.Basic understanding of audiovisual equipment and technology.Detail-oriented with a strong sense of accuracy. Ability to work ina fast-paced environment and handle multiple tasks simultaneously.Sales-driven with a passion for exceeding targets.
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