Customer Relationship Executive - Chennai, India - Industrial Support Services

Industrial Support Services

Verified Company

Chennai, India

3 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Assisting Customer 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. Client Visits.

Acquiring new clients & managing the relationship for their investments in mutual funds.

Responsible for identifying customer needs, assessing their risk appetite and Providing them investment options

Job Types:
Full-time, Regular / Permanent

Salary:
₹20, ₹22,000.00 per month

Benefits:

Paid sick time
Paid time off
Provident Fund

Schedule:

Day shift
Monday to Friday

Ability to commute/relocate:

Chennai,

Tamil Nadu:
Reliably commute or willing to relocate with an employer-provided relocation package (required)

Experience:

- total work: 1 year (preferred)