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 Benefits: Cell phone reimbursement Leave encashment Ability to commute/relocate: Dehradun Ho., Uttarakhand: Reliably commute or willing to relocate with an employer-provided relocation package (Required) Application Question(s): ARE YOU OK WITH 08:00 TO 06:00 PM JOB MONDAY TO SATURDAY DO YOU LIVE IN AND DO YOU STAY WITH YOUR FAMILY IN DEHRADUN ARE YOU BORN AND BOUGHT UP IN DEHRADUN Education: Bachelor's (Required) Experience: total work: 1 year (Required) Operations management: 1 year (Required) Financial services: 1 year (Required) Language: English AND HINDI (Required) License/Certification: NISM CERTIFICATE (Required) Location: Dehradun Ho., Uttarakhand (Required) Shift availability: Day Shift (Required) Work Location: In person
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 Benefits: Cell phone reimbursement Leave encashment Ability to commute/relocate: Dehradun Ho., Uttarakhand: Reliably commute or willing to relocate with an employer-provided relocation package (Required) Application Question(s): ARE YOU OK WITH 08:00 TO 06:00 PM JOB MONDAY TO SATURDAY DO YOU LIVE IN AND DO YOU STAY WITH YOUR FAMILY IN DEHRADUN ARE YOU BORN AND BOUGHT UP IN DEHRADUN Education: Bachelor's (Required) Experience: total work: 1 year (Required) Operations management: 1 year (Required) Financial services: 1 year (Required) Language: English AND HINDI (Required) License/Certification: NISM CERTIFICATE (Required) Location: Dehradun Ho., Uttarakhand (Required) Shift availability: Day Shift (Required) Work Location: In person