Customer Care Executive

Job Title:

Investment Management Executive

Job Description:

We are looking for motivated candidates, both fresh graduates and experienced professionals, to join our team as Investment Management Executives. In this role, you will connect with clients based on scheduled appointments to assist them with their investment needs and provide excellent customer service. If you are quick to learn, have good communication skills, and are passionate about sales, this is a great opportunity for you.

Key Responsibilities:

• Attend scheduled meetings and calls with clients.
• Provide customer service, including resolving queries and addressing concerns
• Explain the pros and cons of different investment strategies clearly and simply
• Help clients develop investment plans based on their short-term and long-term financial goals
• Participate in campaigns to engage with potential and existing clients to drive business growth
• Manage customer support tasks, documentation, and formalities for a smooth client onboarding and experience

Requirements:

• Fresh graduates and experienced candidates are welcome
• Quick learner and adaptable
• Good communication skills
• Team player
• Passionate about sales
• Basic decision-making skills

What We Offer:

• Training and development in investment products and client service
• Supportive and collaborative work environment
• Clear career progression paths
• Performance-based incentives