Bonanza Portfolio Limited, a leading financial services firm is looking to hire for a "Customer Service Executive" for their Office at Erode, Tamil Nadu.

Company Website : www.bonanzaonline.com

Job Description :

Job Title : Customer Service Executive

The role is focused on providing service to clients for cross-selling and upselling products. NO TARGETS.

1. To resolve customer-related and partner-related queries on daily basis.

2. To work for providing first-class service experience to existing customers/partners.

3. To keep updating knowledge and exposure to various financial products both internal as well as a competitor.

4. To continuously improve product knowledge and awareness of market trends and competitor products.

5. Build client rapport and prepare and present reports and information of financial products- PMS (Portfolio Management services) - model portfolio, Mutual funds, Equity accounts, etc.

You will work with a very good and supportive team in Bonanza and learn the best about the Financial services industry. You can also be assured of a transparent, supportive and resource-rich environment to learn and grow with Bonanza Portfolio Limited.

Joiners preferred who can join as early as possible.

Experience :

- Complete 3- 6 years of varied experience in different financial product sales in the BFSI industry is desired.

- Candidates having good experience (complete 3-6 years) in Sales of particular financial product like Mutual Funds or say Insurance or any other fin. products, then they are also welcome to apply.

Required Candidate profile :

- Good communication and inter-personal skills

- Strong analytical skills

- Good Knowledge of Excel, PowerPoint, Word.

- Past experience in Customer Service and Financial companies would be preferred

Education requirements :

Minimum qualification: Graduate and Postgraduate (preferable but not mandatory)

Salary/CTC on offer :

Hike based on current/ last CTC, profile fitment - Customer service experience in BFSI industry i.e. strength of experience.

Company details :

- Company website: https://bonanzaonline.com/

- Office Address: Erode Regional Office

- Industry: Financial Services

- Employment Type : Full Time, Permanent

- Year of start of Operations : 1994 (completed 30 years in business)

- Employee strength : 1500+ and -growing

- Company offices in 18 states in India (pan-India presence)

Sujata Shetty
Recruitment Consultant for Bonanza Portfolio Limited