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Customer Support Executive Jobs in Chennai - Holistic Investment Planners Pvt Ltd

Customer Support Executive

Holistic Investment Planners Pvt Ltd
experience-icon 0 Years
salary-icon 12000 - 15000 Monthly
Expired

Posted: 17 Aug 17

Job Description

  • Good communication skills
  • computer knowledge
  • Meeting clients
  • Analyzing Client needs and requirement
  • client document preparation work
  • Mails sending
  • Meeting our existing clients in client place and advising them on personal finance and investments; taking care of the documentation part and client servicing 
  • Analysing Client needs and creating financial reports for the clients

Job Particulars

Who can apply Freshers
Hiring Process Written-test, Face to Face Interview
Employment TypeFull Time
Job Id333520
Locality Address
Country India

About Company

Holistic Investment Planners Pvt Ltd. is one among the few fee based financial planning and wealth management company in CHENNAI.We are in this industry for the last 16 years. We do have a network of clients all over the world. We received Best Financial Advisor Award for South India from CNBC TV 18 for the year 2012.

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