Customer Service Executive Fresher Job

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Customer Service Executive

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

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

Other requirements

UG/PG degree (with financial background).

Salary
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

5

About Holistic Investment Planners

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.
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