ENVICARE TECHNOLOGIES PRIVATE LIMITED
Location
Bangalore | India
Job description
Handle telephone and email inquiries from clients regarding products, services, markets, regulations and any others issues impacting their accounts Educate clients on regulatory issues, policies, procedures, systems, marketsAnswer client service phone line from clients Perform other duties as required that contribute to the overall effectiveness of the position to the team Serve as the internal liaison between Wealth Management client servicing teams, and other internal partners New and existing consulting support obtain and validate required legal documentation to open/close centrally managed accounts Conduct peer reviews to confirm investment product and account type statement setup/deletion Monitor the turnaround time on all assigned activityInvestment representatives are responsible for conducting the administration of investment products and services. They must market and sell financial products and services to potential clients. Investment representatives offer advice and representation of the following financial productsJob tags
Salary