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Customer Service Executive Fresher Job

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Customer Service Executive

Holistic Investment Planners

Chennai

Start date

Starts Immediately

CTC (ANNUAL)

₹ 2,00,000 - 2,50,000 ₹ 2,00,000 - 2,50,000 /year

Experience

0-1 years

0-1 years experience

Apply By

4 Jan' 25

Posted 3 weeks ago

Fresher Job

13 applicants

About the job

Key responsibilities:

1. Analyzing client requirements.
2. Collecting required financial data.
3. Analyzing financial data (income, expense, loans, insurance & investments).
4. Feasibility analysis to achieve the dream.
5. Preparation of financial reports.
6. Portfolio review of the client at regular intervals.

Skill(s) required

English Proficiency (Spoken) English Proficiency (Written) MS-Excel MS-Office

Earn certifications in these skills

Learn MS-Excel

Learn Business Communication

Other requirements

UG/PG degree (with financial background).

Salary

Probation:

Duration: 6 months

Salary during probation: ₹15,000 - 16,000 /month (only for freshers)

After probation:

Annual CTC: ₹ 2,00,000 - 2,50,000 /year

Perks

Free snacks & beverages Health Insurance

Number of openings

About Holistic Investment Planners

Website

Holistic Investment Planners Private Limited 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.

Activity on Internshala

Hiring since November 2024

2 opportunities posted