Trainee/Executive – Customer Relationship Executive :
Gender: Male
Qualification: UG / PG Degree (With Financial Background)
Experience: 0 – 2yrs
Location: Chennai
Key Skills:
Good Communication in English.
Computer Knowledge.
Good Knowledge in Microsoft Excel and word.
Typing.
Job Description:
Assessing Customer for Investment – Online & Offline Mode.
Preparing & Analysis of Client’s Investment Portfolio.
Preparation of Investment Reports.
Portfolio Review of Client at Regular Intervals.
Client renewal follow-ups.
Coordinate with clients regularly and close his/her issues within a time period.
need to visit client place within Chennai.
Two Wheeler is mandatory.
knowledge and experience in mutual funds is an added advantage.
No Target, maintain our existing clients.
Working Days: Monday to Saturday
Working Hours: 10 A.M. – 6.30 P.M. (Including Saturday)