Job Description
- Knowledge of customer relationship management (CRM) practices.
- Experience in sales or customer service is preferred.
- Problem-solving attitude.
- Excellent communication skills.
- Aptitude for fostering positive relationships.
- Customer-oriented mindset.
- Understand customer needs and develop plans to address them.
- Identify key staff in client companies to cultivate profitable relationships.
- Resolve customer complaints quickly and effectively.
- Forward upselling and cross-selling opportunities to the sales team.
- Promote high-quality sales, supply and customer service processes.
- Aim to preserve customers and renew contracts.
- Approach potential customers to establish relationships.
- Area of work - Stock Market,Mutual Funds,Insurance.
Job Particulars
About Company
FinRich Advisors is a Wealth Management company backed by the experts who are specialized in managing the client’s money based on their Goals, Risk Apatite and current financial situations & free from ties to any investment group.
Why FinRich Advisors: FinRich Advisors is one-stop solutions for all your Financial Investments. FinRich Advisors offers you wide range of products and services which are present in Indian financial market. We expertise in financial planning and manage the clients money in Direct Equity, Mutual Funds and Insurance. Our prime focus is to manage the investment risk and minimize it as much as possible because we believe in creating wealth with peace of mind.
Mission: Our mission is to make our client financially independent by compounding their wealth in long run and enjoy their financial life to the most.
Vision: Our vision is to be the India’s most trusted Financial Investment Firm.
