5-8 years
540000 - 650000 INR
2 months ago 3 Applied
Job Description

JOB Description :-
Verifying the Report on the Client Portfolio
Reconciliation of Trade Confirmation Report.
Verifying Buying Details from Motilal Oswal to Mprofit.
Monitoring the clients clear credit balances in the morning and evening
Checking the previous day's transaction reports.
The monthly confirmation of the clients stock summary report.
Evaluating the clients order instruction reports every day.
Performing as a dealer in terminal operations
Follow communication procedures, guidelines, and policies.
Equity and Mutual funds schemes services to clients.
Respond to consumer complaints, offer suitable remedies and substitutes in a timely
manner, and monitor the situation to make sure it is resolved.
Bachelor's degree in business, Marketing, or a related field.
Proven experience in customer relationship management or a related role.
Strong interpersonal and communication skills.

Professional Experience
Industry Knowledge
Customer Engagement
Needs Assessment and Tailoring Solutions
Issue Resolution
Client Retention Strategies
Cross-functional Collaboration
Contract Renewals
Documentation and Reporting




Strong relationship with customer/ client


Bachelor of Business Administration (B.B.A)

Career Advice to Find Better