Posted:4 days ago|
Platform:
On-site
Full Time
Candidate should have experience in the financial services field and should have good communication skills with knowledge of Primary & Mutual Funds and other Wealth Management Products knowledge Preference will be given to the candidates whose have cleared NISM\ examinations & have knowledge of Bse star mf platform.
We are looking forward for candidate who has got the zeal in him to grow and make the organization grow. The candidate should be smart and who can work in a Team and who can handle all sorts of issue of a customer and who treats CUSTOMER FIRST.
Job Profile
20% Responsible for attend clients visiting branches and on telephone with handling their queries related to their dmat & trading accounts and guiding them with other products.
15% Follow up of Existing Customers for Debits & Credits & their pertaining to Dmat & Trading & Mutual Funds (both active and inactive customers – through Customer Ownership Program / Customer Life Cycle Management
30% Banking Working – Pertaining to punching of cheques in the system, Dealing with Risk Management System, Account Opening & Handling Applications of Various Products.
15% Coordinating with HO / Companies for the resolution of the complaints of the clients & Ensuring TAT in handling emails, co-ordination with Regional & Corporate Offices and all other day-to-day administrative activities.
10% Documentation and MIS report maintenance.
10% Business development.
Job Types: Full-time, Permanent, Fresher, Contractual / Temporary
Contract length: 36 months
Pay: ₹15,000.00 - ₹20,000.00 per month
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Work Location: In person
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