Fluent in English, with strong communication and interpersonal skills.
Experience:
0-2 years in Client Relationship roles in Banking, Financial Services, and Insurance.
Salary Range:
?20,000 to ?25,000 per month
Grievance Handling:
Address client complaints and grievances promptly and effectively.
Implement solutions to resolve issues, ensuring client satisfaction and maintaining positive relationships.
Capital Market / Stock Market Knowledge:
Possess a deep understanding of capital markets or stock markets and other investment products.Provide clients with information and guidance on stock market options, leveraging 1-2 years of experience.Stay updated on market trends and investment strategies.
Depository Settlement Activity:
Manage and execute depository settlement activities accurately and efficiently.Ensure all settlements are completed within regulatory timelines and compliance requirements.
Delivery Instruction Slip (DIS) Execution:
Execute Delivery Instruction Slips (DIS) with precision and ensure proper documentation.Verify client instructions and process transactions in a timely manner.
Demat Dematerialisation:
Handle dematerialisation requests, ensuring accurate processing and record-keeping.
Assist clients in the dematerialisation of their physical shares into electronic format.
Communication Skills:
Demonstrate excellent communication skills, both written and verbal.Conduct client presentations and effectively communicate complex financial concepts in a clear and understandable manner.Assist clients in completing necessary documentation and forms.
Professionalism
:
Maintain a high level of professionalism and confidentiality in all client interactions.Uphold company values and adhere to compliance standards and regulations.
Additional Note:This role does not involve sales targets or high-pressure sales environments. We prioritize a client-focused and consultative approach.
Requirements
0-2 years of experience in client relationship management
Bachelor's degree in finance, business, or a related field.
Fluent in English, with strong communication and interpersonal skills.
Knowledge of Capital Market / Stock Market Knowledge and broader financial markets.
Pleasant demeanor and the ability to create a positive client experience.
Job Types: Full-time, Permanent, Fresher
Pay: ?20,000.00 - ?25,000.00 per month
Benefits:
Health insurance
Schedule:
Day shift
Monday to Friday
Supplemental Pay:
Performance bonus
* Yearly bonus
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