NOTE: Kindly read the Job description and then only apply if you match the required profile. Only matching candidates will be contacted.

Please apply and share your updated resume along with details/ confirmation on the below:

1. Important : Do you have 2-5 years experience as Customer Service Manager for the HNI desk in Stockbroking / Financial services firms:

(Candidates from Stockbroking / Financial service firms will be preferred)

2. Current CTC/ Monthly Salary:

3. Expected CTC/ Monthly Salary:

4. Notice period to leave the current company:

5. Reason to change:

Bonanza Portfolio Limited, a leading financial services firm is looking to hire a - Customer Service Manager- for HNI (NO TARGETS) at Goregaon East, Mumbai.

(Company website: https://www.bonanzaonline.com/)

Job Description :

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

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

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

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, model portfolio, mutual funds, Portfolio management services.

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.

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 in handling HNI

Additional details:

- Minimum qualification: Graduate + Postgraduate (Postgraduate preferable but not mandatory)

- Immediate joiners will be preferred

- Work days & timings: Monday to Saturday (Saturday is half-day), 10.00 am to 6.30 pm

- Salary: 3- 5 LPA or more depending on experience and last ctc

Posted by Sujata Shetty (Recruitment Consultant)

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.