1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
1.50 LPA TO 2.40 LPA
Understand Clients’ Investments needs
Managing Mutual Funds transaction processing for clients
Updating of CRM and various other systems
Creating MIS, Reports, end of day reports
Relationship management with fund house RMs
Prepare Financial plans for clients and presenting them
Meeting Targets and Client Retention goals.
Answer clients’ questions, address concerns and resolve them as per SLAs
Regularly review ...