Trainee/Executive - Customer Relationship Executive

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