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Client Advisor Assistant / SRM – Axis WealthJobsCafe.com Experience : 2 - 6 Years
Location : Mumbai
Education : UG - Any Graduate - Any Specialization,Graduation Not Required
PG - MBA/PGDM - Any Specialization
Industry Type : Banking/Financial Services/Broking
Functional Area : Banking, Insurance
Job DescriptionProcess all service requests of AXIS Wealth clients
Support the Client and Client Advisor in account opening, transaction execution, setting up credit limits, etc.
Act as standby contact person in the absence of Client Advisor and attend customer queries as and when required
Liaison with the Back Office (s) for client related queries and transaction execution
Desired Candidate ProfileFront desk employees with minimum of one year of work experience.
Ability to understand the various personal investment products
Proficiency in Finacle
Special Qualifications
MBA / AMFI / IRDA certification would be an added advantage
Pleasing personality
Effective and clear oral and written communication
Keywords : Client Advisor, Banking
If you meet the above mentioned criteria, apply online
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