Location
Tiruchirappalli | India
Job description
Job Title: Front Office Executive
Location: Trichy
Job Type: Full-time, Permanent
Salary: 15,000
Requirements
- Handling account opening for clients in a seamless manner.
- Profiling clients for their risk appetite.
- Maintaining a register of new clients, getting to know their needs and mapping them to the appropriate staff.
- Making sure new clients enrolled in the month are comfortable with the platform and have started using the services.
- Enrolling new clients each week into relevant whatsapp groups
- Maintaining proper databases of client accounts and their data.
- Saving client documents in relevant folders/digi lockers.
- Addressing clients queries at the front office and guiding them to respective needs.
- Handling and back office procedures.
- Helping clients with modifications, updations and service requests.
- Helping clients with demat of physical shares.
- Explaining the various services available at company prospective clients on the various investment options available.
- Follow up on issues for DEMAT clients with Motilal back office team.
- Assist clients on the various mobile and web features and services available.
- Periodical calling and monitoring of the needs of mapped clients and making efforts to enroll them to our various services.
- Organizing the front office related papers, files and registers.
- Were hiring freshers with basic computer and Excel skills.
Job tags
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