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Customer Care Executive

Holistic Investment Planners Pvt Ltd
1 to 4 Years
Chennai(Teynampet )
12,000 - 15,000 Per Month
Posted on 11 Apr 19
Job DescriptionLast Date 31 May 19
Job Roles & Responsibilities:-
  • Mutual Fund and other investments application process.
  • Maintaining Clients Data. 
  • Ensuring timely and professional responses to all complaints, requests & queries received.
  • Enabling customer satisfaction.

Job Type

Interview Type

Written-test, Face to Face Interview

Company Description

We are Financial Planners and Wealth Managers to Business Owners, Corporate Executives, NRIs and professionals from Medicine, Engineering, IT, etc. Holistic Investment Planners has got its prominent presence for more than a decade.

We do have a network of clients all over the world. We received the Best Financial Advisor Award for South India from CNBC TV18 for the year 2012.

Our 360-degree wealth management approach helps our clients avoid costly mistakes, manage risk, save time, and improve their overall financial investment results.
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