Wealth Doctor Investment Services Pvt Ltd Hiring for Customer Care Executive Job at Chandigarh Full Time

• To coordinate and follow up with clients and complete formalities for setting up their investment a/c and fulfill their operational requirements.
• To help clients complete their investment related transactions and fulfill service requests from them on a proactive basis.
• Developing a strong knowledge of existing and potential clients and ensuring business growth opportunities aligned with the company’s work ethos.
• To take care of the back office and liaison with other partners for operations related work.
• To work on MIS and other internal data related to business.
• Follow up with the clients for pendency’s and fulfilling their queries and requirements.
• Updating the clients on their investment portfolios and assist them in resolving their queries.
• To maintain records and update valuations on a regular basis.

Job Type: Full-time

Salary: ₹20,000.00 – ₹30,000.00 per month

Schedule:

• Day shift

Supplemental pay types:

• Performance bonus

Application Question(s):

• Do you have knowledge and experience in the financial services domain comprising of Real Estate, Insurance, Mutual Funds, Wealth Management segments ?

Wanted candidates from the above segments with prior experience and
knowledge.

Education:

• Bachelor’s (Preferred)

Experience:

• Customer relationship management: 2 years (Required)
• Wealth management: 2 years (Required)

Language:

• Fluent English (Preferred)

Willingness to travel:

• 100% (Preferred)