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Customer Service Executive Jobs in Mumbai - Wealth Whispers

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Customer Service Executive

Wealth Whispers
experience-icon 0 Years
salary-icon 10000 - 17000 Monthly
qualification-icon Any Graduate
Expired

Posted: 08 Feb 19

Job Description

Responsibilities and Duties

  • Dynamic role with an opportunity to develop multiple skills
  • Tremendous growth potential for star performers
  • Electronic and physical Form filling and data entry
  • Operate back office softwares (training will be provided)
  • Back office communication and co-ordination (telephonic and email communication)
  • Client servicing, client communication and co-ordination
  • Prepare basic excel sheets calculations and word documents (training given)
  • Data and order entry
  • Preparing communication materials
Required Experience, Skills and Qualifications
  • Basic computer proficiency
  • Basic MS Office (Excel, Word, PowerPoint) with Advanced MS Excel skills
  • Communication and language: English (oral and written) and Hindi (oral)
  • Understands maths and numbers
  • Very basic accounting knowledge
  • (optional)Knowledge of Mutual Funds and/or Mutual Funds Back Office will be an added advantage
  • (optional) B.Com or Finance degree is an added advantage, however we are happy to train non-finance individuals
  • (optional) Prior experience in admin and back office roles
  • (optional) Wordpress
  • (optional) Photoshop

Job Particulars

Education Any Graduate
Who can apply Freshers
Hiring Process Face to Face Interview, Telephonic Interview
Employment TypeFull Time
Job Id560955
Locality Address Charni Road , Kalbadevi
Country India

About Company

Wealth Whispers is a boutique wealth management / investment advisory firm which started a little less than 3 years back with the aim of bringing quality, trusted investment solutions to investors. Our team is a perfect blend of young, qualified professionals and years of real, on-ground experiences. We currently manage ~₹75-80 crores in assets.

The excellent quality of advise was recognized by WealthForum when we got listed as one of India's Top 5 Financial Advisors (2017). WealthForum is India's leading independent forum in the Wealth Management industry. WealthForum also recognized us as a 'Rising Star' under their Emerging Advisors Awards 2017 for the stellar growth we have shown in the 2 years since inception.

We help clients to invest in Mutual Funds
Wealth Whispers also have a young retail franchise, hosted on kipomo.com, where we bring quality advice to retail investors by leveraging on technology.
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