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  • Job Opening for Service Executive profile financial service provider company for Maharashtra Dombivli East location

Posted on -October 6, 2021

Designation – Service Executive

Location – Maharashtra Dombivli East

gender – ANy
Job Description
• Manage existing client relationship.
• Demonstrate mobile apps functionalities and web utilities to clients.
• Document handling and co-ordinating with back-office staff for requisite details
• Providing clients with information on new and existing products and schemes
Keeping oneself updated on the financial markets & products
• Client on-boarding, Account opening, etc.
• Portfolio reporting to customers over email and phone at regular intervals like
Monthly or Quarterly or as and when required.
• Maintain customer contact and handle service issues & Customer queries
• Prepare KYC, MIS and other relevant reports from time to time.
• Handle official telephonic calls/emails/skype/Zoom and client visits to his/her office
or residence and ensure proper follow-up is made on the enquiries generated.
Eligibility / Qualification:
• 12th Pass or Graduates with experience of 1-2 years. Ideal experience should be in
equity broking/financial services field.
• Freshers also welcomed to apply.
• Sound knowledge of MS Office (Word / PowerPoint / Excel) and Computer
• Basic understanding of email Etiquettes – Drafting and responding to client queries
• Ability to communicate effectively, both written and spoken
• Good networking skills, innovative and command over Marathi, Hindi and English
• Positive attitude; team player and above all being genuine, truthful and rational.
• Should have own vehicle to move around Pune.

• During probation, candidate will be paid flat Rs. 12,000/- per month + Local
Conveyance & Mobile Allowance.
• Post probation, candidate will be offered a fixed CTC of up to 2.40 Lakhs per annum
(In Hand Salary of Rs. 20,000/- per month).
• Travel Allowance and reimbursements for official expenses will be made.

#serviceexecutive #clientrelationship maharashtrajobs #financejobs #bankjobs

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