Customer Service Officer

Name: Jobpe
Address: T-Hub, Plot No 1/C, Sy No 83/1, Raidurgam panmaktha, Knowledge City Rd, Hyderabad, Telangana, 500081, IN
Telephone: +91-83339-09630
Price range: Free

Great financial services

1 - 5 years

0 Lacs

tiruchirappalli tamil nadu

Posted:2 days ago| Platform: Shine logo

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Skills Required

customer relationship management market knowledge compliance risk management client communication cross selling sip pm equity portfolio advising mutual fund

Work Mode

On-site

Job Type

Full Time

Job Description

You will be responsible for generating brokerage primarily by advising clients on their equity portfolio. Developing and maintaining long-term relationships with customers to ensure high retention rates and focus on generating new business will be a key part of your role. It is essential to stay updated with market knowledge to provide clients with accurate information. Adherence to compliance and risk-related activities is crucial. You will also be responsible for keeping clients informed about their orders and cross-selling third-party products such as Mutual Fund, SIP, and PM. This position is available as Full-time, Part-time, Fresher, Internship, or Freelance. The work schedule is Monday to Friday, with the opportunity for performance bonuses. The preferred education level is Higher Secondary (12th Pass), and prior experience in customer service is beneficial. Proficiency in English and Hindi is preferred. The work location is in person.,

More Jobs at Great financial services

Customer Service Officer

tiruchirappalli, tamil nadu

1.0 - 5.0 yrs

Salary: Not disclosed

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Customer Service Officer