Job Description
- To coordinate with clients and complete formalities for setting up their investment a/c and fulfil their operational requirements.
- Coordinating with and assisting Clients for investment related queries.
- Developing a strong knowledge of existing and potential clients and ensuring business growth opportunities aligned with the company's investment philosophy.
- To take care of the back office and liaison with other partners for operations related work.
- To work on MIS and other internal data related to business.
- Follow up with the clients for pendency and fulfilling their requirement.
- Updating the clients on their portfolio and assist them in resolving their queries.
- Deliver Service with utmost action and ensure Client satisfaction.
REQUIREMENTS
- Any Graduate with good communication skills and Fluency in English.
- Basic computer knowledge (MS Office, emailing, Google Sheets, Online Meeting Tools)
- Knowledge of Mutual Fund/Insurance Industry (not mandatory/ but will be preferred).
- Certification related to the role will be an advantage.
- (1-2yrs) of Work experience in similar Profile.
- Location- Mumbai
Job Types: Full-time, Permanent
Pay: From ₹18,000.00 per month
Experience:
- total work: 1 year (Required)
Work Location: In person
