Executive customer support Jobs in Chennai - Holistic Investment Planners Private Ltd
Job Description
- Meeting our existing clients in client place and advising them on personal finance and investments; taking care of the documentation part and client servicing ( No cold calling, No tele-calling, No targets)
Job Particulars
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. For more info about our company, please refer
We also offer summer projects and internship trainings for students.