Maintaining relationship with NRI Clients by offering them services related to investment, Insurance, Tax & estate planning.
Responsibilities:
- Manage client relationships and provide exceptional service.
Assist with account setup, transactions, and paperwork.- Resolve client inquiries and issues promptly.
Educate clients on financial products and services.
- Identify cross-selling opportunities.
Qualifications:
- Bachelor's degree in Finance or related field.
Previous client servicing experience in finance preferred.- Strong communication and interpersonal skills.
Proficiency in MS Office and CRM software.
- Attention to detail and ability to multitask.
Job Type: Full-time
Pay: 25,
- 00 - 30,000.00 per month
Schedule: - Day shift
Education:
- Higher Secondary(12th Pass) (Preferred)
Experience:
- total work: 1 year (Preferred)
Customer service: 1 year (Preferred)
Language: Hindi (Preferred)
Work Location: In person
