Back Office Coordinator (Surat)

Back Office Coordinator (Surat)

19 Aug
|
Altus Wealth Management u0026 Insurance Marketing
|
Surat

19 Aug

Altus Wealth Management u0026 Insurance Marketing

Surat

-KYC Online Demat Account Opening -Mutual fund back office Operation - Solve for customer financial need states with the help of product.

- Deep understanding of the financial products - mutual funds, bonds, corporate fixed deposits, life and non-life insurance, PMS & other wealth services.
- Engage with the customers regularly and conduct their portfolio reviews. Managing relationships with customers. Identifying and communicating customer needs. Ensuring customer satisfaction. Resolving customer issues and concerns. Developing and implementing marketing strategies to grow the customer base.

📌 Back Office Coordinator (Surat)
🏢 Altus Wealth Management u0026 Insurance Marketing
📍 Surat

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