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