Find your ideal job



Functional Area


Job openings for customer relationship executive in chennai

Trainee/Executive - Customer Relationship Executive


Assisting Customers for Investment - Online & Offline Mode.
Preparing & Analysis of Client\'s Investment Portfolio Report
Preparation of Investment Reports.
Portfolio Review of Client at Regular Intervals.
Client renewal follow-ups.
Field visit to client place
Client Visits.

Acquiring new clients & managing the relationship for their investments in mutual funds. Responsible for identifying customer needs, assessing their risk appetite, and Providing them with investment options.

Working Hours:
Monday to Saturday 10 A.M. - 6.30 P.M. (Including Saturday)

Good Communication in English / Computer Knowledge / Typing

Experience 1 - 2 Years
Salary 1 Lac 75 Thousand To 2 Lac 50 Thousand P.A.
Industry Financial Services / Banking, Investments / Insurance / Stock Market / Loan
Qualification Other Bachelor Degree, M.Com
Key Skills Effective Communication Mutual Funds Customer Relationship Executive Communication Skills Good typing Customer Relationship

About Company

Company Name


About Company The client comes from the background of Financial Planners and Wealth Managers to Senior Corporate Executives and NRIs. We help our clients identify financial goals, develop strategic investment plans for creating, preserving, and managing wealth, and achieve results in their wealth management. Our clients make significant improvements in their investment strategy and unique customized wealth management approach that enables them to take the right financial and investment decisions.
Contact Person Ezekiel Jawahar
Mobile 6380740347
Email ID

Raise your Query

Hi! Simply click below and type your query.

Our experts will reply you very soon.

WhatsApp Us