Develop and maintain strong relationships with clients to understand their evolving financial needs. Address their concerns and queries promptly and professionally.
Act as the primary point of contact for clients and assist them with account opening, KYC compliance, and other necessary documentation.
Ensure compliance with all legal requirements and documentation for clients.
Identify opportunities to introduce additional investment products and services offered by Investment or Securities to clients, maximizing potential revenue and enhancing customer engagement.
Collaborate with internal departments, such as research, compliance, and operations, to ensure smooth service delivery and resolve client-related issues effectively
Job Types: Full-time, Permanent
Pay: From ?12,000.00 per month
Benefits:
Health insurance
Provident Fund
Ability to commute/relocate:
Calicut, Kerala: Reliably commute or planning to relocate before starting work (Required)
Education:
Bachelor's (Preferred)
Experience:
Technical support: 1 year (Preferred)
total work: 1 year (Preferred)
Work Location: In person
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