Client Servicing & Portfolio Support Internship

0 - 4 years

0 Lacs

thane maharashtra

Posted:2 weeks ago| Platform: Shine logo

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Skills Required

portfolio management client interaction query resolution communication skills business analysis entrepreneurship

Work Mode

On-site

Job Type

Full Time

Job Description

You will be responsible for the following tasks: - Share regular portfolio updates with existing clients. - Call and interact with clients to address their questions and service requests. - Assist in resolving queries. - Gather insights on difficulties faced by clients and communicate them to the advisory team. About the company: Value Educator, founded by Shashank Mahajan, is a platform where you can access full-time investor and financial advisor services. Shashank Mahajan is passionate about business analysis, growth, entrepreneurship, and is constantly exploring new aspects to enhance his personal and professional life.,

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