Mentorsity Hiring for Customer Relationship Executive (Fresher) at New Delhi Full Time

Responsibilities:

Explaining the pros and cons of various investment strategies, answering all finance-related questions, and addressing clients’ concerns.

– Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.

– Creating financial plans to help clients achieve their long-term and short-term financial goals.

– Contacting clients regularly to discover changes in their financial lives and update their portfolios

– Soliciting new clients through referrals and other business development activities

– Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy.

– Completing and submitting investment-related documents, including applications and withdrawal forms and tax proofs

– Performing day-to-day administrative tasks, such as responding to emails, calls, and escalations from clients and vendors

– Identifying common problems and escalating them to management, along with possible suggestions for improvement, wherever possible.

Job Types: Full-time, Regular / Permanent

Salary: ₹300,000.00 – ₹600,000.00 per year

Schedule:

• Morning shift

Supplemental pay types:

• Joining bonus
• Overtime pay
• Performance bonus