Customer Service Officer Great financial services
Great financial services
Office Location
Full Time
Experience: 1 - 1 years required
Pay:
Salary Information not included
Type: Full Time
Location: Tamil Nadu
Skills: Customer Relationship Management, Market Knowledge, Compliance, Risk management, Client Communication, Cross Selling, SIP, PM, Equity Portfolio Advising, mutual fund
About Great Financial Services
Job Description
You will be responsible for generating brokerage primarily by advising clients on their equity portfolio. Developing and maintaining long-term relationships with customers to ensure high retention rates and focus on generating new business will be a key part of your role. It is essential to stay updated with market knowledge to provide clients with accurate information. Adherence to compliance and risk-related activities is crucial. You will also be responsible for keeping clients informed about their orders and cross-selling third-party products such as Mutual Fund, SIP, and PM. This position is available as Full-time, Part-time, Fresher, Internship, or Freelance. The work schedule is Monday to Friday, with the opportunity for performance bonuses. The preferred education level is Higher Secondary (12th Pass), and prior experience in customer service is beneficial. Proficiency in English and Hindi is preferred. The work location is in person.,