Jobs
Interviews

Trainee/Executive Customer Relationship Executive

1 - 5 years

0 Lacs

chennai tamil nadu

Posted:1 day ago| Platform: Shine logo

Apply

Skills Required

typing good communication in english computer knowledge good knowledge in microsoft excel word assessing customer for investment online offline mode preparing analysis of clients investment portfolio preparation of investment reports portfolio review of client at regular intervals client renewal followups coordinate with clients regularly close hisher issues within a time period knowledge experience in mutual funds

Work Mode

On-site

Job Type

Full Time

Job Description

As a Trainee/Executive Customer Relationship Executive in Chennai, your primary responsibility will be to assess customers for investment both online and offline. You will be required to prepare and analyze clients" investment portfolios, as well as generate investment reports. Conducting portfolio reviews for clients at regular intervals and following up on client renewals will be crucial aspects of your role. Effective communication in English, good computer knowledge, proficiency in Microsoft Excel and Word, and typing skills are essential for this position. You will need to coordinate with clients regularly, address their issues promptly, and ensure client satisfaction within a specified timeframe. Additionally, visiting clients within Chennai, possessing a two-wheeler, and having knowledge and experience in mutual funds would be advantageous. This role does not entail any specific targets; instead, your focus will be on maintaining and enhancing relationships with existing clients. The working days for this position are Monday to Saturday, with working hours from 10 A.M. to 6.30 P.M., including Saturdays.,

More Jobs at HOLISTICINVESTMENT.IN

Trainee/Executive Customer Relationship Executive

chennai, tamil nadu

1.0 - 5.0 yrs
|

Salary: Not disclosed

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Google Play App Store
coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now
HOLISTICINVESTMENT.IN

RecommendedJobs for You

Trainee/Executive Customer Relationship Executive

HOLISTICINVESTMENT.IN

chennai, tamil nadu

Trainee/Executive Customer Relationship Executive

HOLISTICINVESTMENT.IN

chennai, tamil nadu