We have opening for Relationship Executive, kindly find the job details below: Mandatory to fill: Tracker Current ctc: Expected CTC Notice period Total experience Job details: About Company : Financial services offered: Financial calculator, tax slab, mutual funds online, risk profiling, financial fitment. Location : Malad East, Mumbai (3 Openings) Experience : 2 yrs mandatory, Into sales of any financial products Salary : 2.4 - 4.2 lac Qualification: Graduation degree mandatory Working Days : 9:30 AM - 6:30 PM ( Day Shift ), Off Days:SUN Job Description: Meet HNI clients and Open their Demat accounts. Post closure co ordinate with the client to manage their equity portfolios. Send out periodic reports updating the clients about their portfolio. If interested, kindly forward your resume along with the tracker on [HIDDEN TEXT] Thanks & Regards, NB Singh Team Hr Desire 7030720200
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases