Customer Service Executive Jobs in Mumbai - Wealth Whispers
Customer Service Executive
Wealth Whispers
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
- 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
Job Category Tech Support , Analyst / Analytics , Logistics / Transportation
SkillsMicrosoft excel
Locality Address Charni Road , Kalbadevi
State Maharashtra
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.
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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