Customer Service Associate - Panaji, India - Confederation of Indian Industry
Description
Role Description
- Conduct periodic meetings with existing clients, keeping them informed about portfolio performance, and encouraging fresh investments based on cash flows and the established financial plan.
- Address and resolve client grievances and problems promptly.
- Keep clients updated on market trends, including market outlook, new fund offers.
- Offer Portfolio Management Services to clients.
- Maintain data record on daily basis, prepare weekly/monthly reports.
Qualifications
- Bachelor's degree is mandatory
- Excellent communication and interpersonal skills
- Good organizational and timemanagement skills
- Familiarity with Microsoft Office tools
- Experience required 03 years. ( Freshers can apply)
- Experience in financial services is a plus
Salary:
₹15, ₹25,000.00 per month
Benefits:
- Provident Fund
Schedule:
- Day shift
Supplemental pay types:
- Yearly bonus
Education:
- Bachelor's (required)
Ability to Commute:
- Panjim, Goa (required)
Work Location:
In person
Speak with the employer
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