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 / Financial Services / Stock Broking

• Gender

  Male

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office