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

Computer Knowledge

Query Resolution

Industry Type: Stock Market / Mutual Funds

Languages: Hindi

Graduate and above

Females Only

6 days working | Day Shift

PAN Card, Aadhar Card

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.

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

What is the eligibility criteria to apply for this Customer Relationship Executive job?
Ans: The candidate should be Graduate and above and above with 1 - 3 years of experience of experience
How much salary can I expect for this job role?
Ans: You can expect a salary of ₹10000 - ₹16000 per month that depends on your interview. It's a Full Time job in Mumbai.
How many working days are there for this Customer Relationship Executive job?
Ans: This Customer Relationship Executive job will have 6 working days.
Are there any charges applicable while applying or joining this Customer Relationship Executive job?
Ans: No, there is no fee applicable for applying this Customer Relationship Executive job and during the employment with the company, i.e., Optifin Advisors.
Is it a work from home job?
Ans: No, it’s not a work from home job and can't be done online.
How many openings are there for this Customer Relationship Executive role?
Ans: There is an immediate opening of 2 Customer Relationship Executive at Optifin Advisors
Who can apply for this job?
Ans: Only Female candidates can apply for this Customer Support / TeleCaller job.
What are the timings of this Customer Relationship Executive job?
Ans: This Customer Relationship Executive job has Day Shift.