Trainee/Executive - Customer Relationship Executive
Work Global Consulting Services

  • icon job experience 1 - 2 Years
  • icon job opening 1 Openings
  • icon salary 1.8-2.5 Lac/Yr
  • icon job location 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 : Any Bachelor Degree, M.Com

Role : Customer Relationship Executive

Industry Type : Banking / Financial Services / Stock Broking

Gender : Male

Job Country : India

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About Work Global Consulting 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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