Roles and Responsibilities:
-Single point of contact for client relationships virtually
- Assist customers to transact digitally on fundzbazar.com
- OutboundInbound calls to reach to the customer base on daily basis.
- Customer onboarding and activation on fundzbazar.com
- Interact with clients on research calls, advisory to keep clients active
- Converting dormant customers
- Resolving Customer Query.
- Conduct portfolio reviews
Fluency in both, verbal and written communication (Hindi and English)
BCOM, MCOM, CFA, MBA Finance, BMS, BBA. NISM certified prefered.