Holistic Investment Planners Pvt Ltd jobs - Trainee Customer Support

Trainee Customer Support

Holistic Investment Planners Pvt Ltd
experience Fresher
salary 10,000 - 12,000 Per Month
qualification
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Posted: 5 Years ago
Views: 0
Applications: 0
Openings: 1

Job Description

Job Description:-
  • Assessing Customer for Investment - Online & Offline Mode.
  • Preparing & Analysis of Client's Investment Portfolio.
  • Preparation of Investment Reports.
  • Portfolio Review of Client at Regular Intervals.
  • Client renewal follow ups.
Key Skills:- 
  • Good Communication in English / Computer  Knowledge / Typing.
  • Working Days:- Monday to Saturday.
  • Working Hours:- 9:30 A.M. to 6.00 P.M. (Including Saturdays).
  • ONLY FEMALE CANDIDATES

Job Particulars

EducationB.Com, M.Com, MBA/PGDM
Who can applyFreshers
Hiring Process Face to Face Interview, Written-test
Employment TypeFull Time
Job Id113560
Job Category MBA , Tech Support
StateTamil Nadu
Country India

About Company

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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