Designation : Trainee/Executive – Customer Relationship Executive
Gender : Male – 1
Qualification: UG / PG Degree (With Financial Background)
Experience : 1 – 2yrs
Salary : Rs.15,000 to 25,000 per month for the first 6 months. After 6 months of probationary period, depending upon the performance salary will be hiked and allowances will be given.
Location : Chennai
Key Skills
● Good Communication in English.
● Computer Knowledge.
● Good Knowledge in Microsoft Excel.
● Typing.
Job Description
· Communicate effectively with financial advisors, marketing staff and services team for decision.
· Understand client’s needs and advice based on financial objectives.
· Build and maintain client base, keeping current client plans up-to-date.
· Maintain constant engagement with clients to optimize investment opportunies.
Maintain a database of all research information with conclusions and recommendations.
· 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
· Preferably 6 months to 2 years work experience candidate with Good Knowledge in Stock Market & Mutual Funds.
Working Days : Monday to Saturday
Working Hours : 10 A.M. – 6.30 P.M. (Including Saturday)
No. Of Openings : 5
If interested can forward your updated resume on hr5@tasolutions.in and can directly contact us on 9023404909 also can provide our reference to your friends and colleagues
