Anna Salai, Chennai, Tamil Nadu
- GST NO. : 33GDFPD5762Q1Z2
Job openings for customer relationship executive in chennai
Chennai
Requirements:
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.
ONLY MALE CANDIDATES
TWO WHEELER MUST
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)
Mandatory:
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 | *Confidential* |
| 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 |
| Address | The Executive Zone, Shakti Tower - 1, 766, |
| Mobile | 6380740347 |
| Email ID | ezekiel.workglobal@gmail.com |
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