JD - Client Servicing Executive
1. Transacting for various financial products (MF, FD, NCD, AIF/PMS)
2. To co-ordinate for the necessary paperwork with clients & institutions
3. To provide/update clients with Portfolio Statements regularly & as required by clients.
4. New Account/Folio opening process
5. If need be, to go to clients residence/offices for critical signatures
Type: Full time job
Days - Monday - Saturday
Timing - 8.30 am -6 pm
Qualifications - Graduate/PostGraduate
Experience - 1-3 years
Job Type: Full-time
Pay: ₹16,000.00 - ₹21,000.00 per month
Benefits:
Commuter assistance
Work Location: In person
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