Posted:2 weeks ago|
Platform:
Remote
Full Time
1. Address client queries related to policies, funds, and returns.
2. Keep track of client portfolios.3. Build strong long-term relationships with clients.4. Assist the sales team with documentation and client interaction.5. Maintain updated client records in Log calls, follow-ups, meetings, and updates6. Ensure data accuracy.
Job Type: Full-time
Pay: ₹18,000.00 per month
Work Location: Remote
Advicrest financials
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