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: 25,000.00 - 30,000.00 per month
Schedule:
Education:
- Higher Secondary(12th Pass) (Preferred)
Experience:
- total work: 1 year (Preferred)
- Customer service: 1 year (Preferred)
Language:
- English (Preferred)
- Hindi (Preferred)
Work Location: In person
