Trainee/Executive - Customer Relationship Executive

1 - 2 Years
1 Openings
1.8 - 2.5 Lac/Yr
Face-to-Face interview
Chennai

Key Skills

Effective Communication Mutual Funds Customer Relationship Executive Communication Skills Good Typing Customer Relationship Walk in

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Job Description

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 . - . (Including Saturday)

Mandatory:

Good Communication in English / Computer Knowledge / Typing

Experience
1 - 2 Years
No. of Openings
1
Education
Post Graduate (M.Com)
Role
Customer Relationship Executive
Industry Type
Banking
Gender
Male
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office

About Work Global Placement Services

Work Global Consulting Services is a leading recruitment agency in Chennai that offers a range of services to help students pursue their dream of studying medicine abroad. Whether you want to study in Europe, Asia, or America, Work Global can help you find the best medical colleges, scholarships, and visa assistance. Work Global has a team of experienced and qualified consultants who will guide you through the entire process of applying, enrolling, and settling in your chosen country. Work Global also provides career guidance, coaching, and mentoring to help you achieve your goals and aspirations as a medical professional.

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