Customer Relationship Executive

0 - 27 years

0 Lacs

Posted:2 weeks ago| Platform: Indeed logo

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Work Mode

On-site

Job Type

Full Time

Job Description

We at PTICINDIA , a premier mutual fund distributor based in New Delhi, India with over 27 years of unrivalled financial expertise. With the divers clientele of approx 6000 investors, we specialise in crafting tailored investment portfolios that encompass both equity & debt schemes . At PTICINDIA , we understand the significance of investment decisions in achieving your financial goals . Our dedicated team employs efficient tax planning strategies to optimise your returns while mitigating liabilities . whether you're aiming for wealth accumulation, retirement planning , financial planning or any other life objective, our interactive tools and calculators are here to assist you at every step . we are looking for a candidate who has strong understanding of Life Insurance , Mutual Funds, Health Insurance . Excellent communication skills & client relationship management skills . Ability to generate leads, convert prospects & acheive sales targets. Represent the company in the industry events , meetings & client interaction .

Job Type: Full-time

Pay: ₹25,000.00 - ₹40,000.00 per month

Benefits:

  • Health insurance
  • Provident Fund

Schedule:

  • Day shift

Supplemental Pay:

  • Performance bonus

Work Location: In person

Speak with the employer
+91 9811224550

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