Customer Service Representative

Goodwill wealth management Pvt LtdMadurai1d ago

Full-timevia scraped

Job Description

A **Customer Relationship Manager (CRM)** in the share market or stockbroking industry is responsible for maintaining relationships with clients and helping them use investment and trading services effectively.

Main Job Roles

Acquire new clients for trading and investment accounts.
Maintain relationships with existing customers.
Explain stock market products such as equities, mutual funds, bonds, IPOs, and derivatives.
Assist clients with account opening, KYC, and trading platform usage.
Resolve customer queries and service issues.
Monitor client portfolios and inform clients about relevant market opportunities.
Coordinate with research and advisory teams to provide market insights.
Achieve sales and revenue targets set by the company.
Ensure compliance with regulatory requirements.

Good communication and relationship\-building skills.
Basic knowledge of the stock market and investment products.
Customer service and sales skills.
Ability to analyze client needs and suggest suitable products.
Knowledge of trading platforms and financial markets.

Customer Service Representative

Job Description

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