Customer Relationship Executive

10,000 - 16,000 /month

Optifin Advisors

Ghatkopar West, Mumbai

1 - 3 years Experience in Customer Support / TeleCaller

2 Openings

Full Time

Skills Required

Computer Knowledge

Query Resolution

Job Highlights

Industry Type: Stock Market / Mutual Funds

Languages: Hindi

Graduate and above

Females Only

6 days working | Day Shift

PAN Card, Aadhar Card

Job Description

Job Description: Customer Relationship Executive

Handle correspondence, including emails and phone calls, and address client inquiries promptly.

Act as a liaison between departments to promote efficient communication and workflow.

Experience in handling KYC and demat/trading account processes.

Conduct end-to-end KYC processes in accordance with SEBI and AML guidelines.

Open and manage PMS and demat accounts.

Open and manage NRI PMS, demat, bank and trading accounts.

Ensure accurate documentation and maintain updated records for all accounts.

Provide clients with guidance on account setup, trading platforms, and investment options.

Collaborate with internal teams to streamline account opening and compliance processes.

Prepare detailed reports for audits and regulatory checks

Support any other account opening and management activities

Resolve issues related to account discrepancies, transaction errors, and delays in processing.

Provide guidance to clients on the depository system, market practices, and regulatory changes.

Other Details

It is a Full Time Customer Support / TeleCaller job for candidates with 1 - 3 years of experience.

More about this Customer Relationship Executive job

Who is eligible to apply for this Customer Relationship Executive job at Optifin Advisors?
Ans : Candidates should have a Graduate and above qualification and skills like Computer Knowledge, Query Resolution for this Customer Relationship Executive job offered by Optifin Advisors.
How much can you earn in this position?
Ans : You can earn between ₹10,000-₹16,000 per month in this Customer Relationship Executive position.
What shift and timings does this job follow?
Ans : This Customer Relationship Executive job follows a Day shift.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Ghatkopar West, Mumbai.
How many openings are available for this position?
Ans : There are 2 openings available for this position.
Who can apply for this job?
Ans : Candidates who have a Graduate and above qualification with 1-3 years of experience can apply for this Customer Relationship Executive job. Only female candidates can apply.
What work will you do in this role?
Ans : As a Customer Relationship Executive, you will work on skills like Computer Knowledge, Query Resolution.
Where is this job located?
Ans : This Customer Relationship Executive job is located in Ghatkopar West, Mumbai.
What kind of candidate is ideal for this job?
Ans : A candidate with skills like Computer Knowledge, Query Resolution along with 1-3 years of experience is ideal for this Customer Relationship Executive job.
Why should you apply for this Customer Relationship Executive job?
Ans : This Customer Relationship Executive job offers a salary between ₹10,000-₹16,000 per month. This is a Full Time opportunity and has 2 openings available.