About the Company
The Company is a leading firm serving in the space of personal finance. The Firm is in operation Since 1992, They provides distribution of all financial instruments & investment options like Mutual Funds, Insurance, Real estate, Gold, PMS, AIF, Fixed Deposits, Bonds etc to people from all walks of life.
Positon : "Back Office Executive"
Key Responsibility Areas:
Client Engagement – Service follow-ups
Servicing of clients – Client call for service support
Data Entry – Maintaining records and software updates.
Promoting various client support activities.
Assisting clients in claim settlement & implementation of the advice throughout.
Aid in queries & keeping clients informed about the products & services as and when required.
CRM/Software Data management.
Providing after sales support and service to clients.
Interested candidate shared your cv on Whatsapp: 8595624304