Client Service Executive (New Delhi)

Client Service Executive (New Delhi)

27 Oct
|
KashBulls
|
New Delhi

27 Oct

KashBulls

New Delhi

We are a leading financial advisory firm looking for a sharp, organized female candidate to join us immediately. If you are looking for a reliable role where you can learn the financial markets, this is for you.

Candidate MUST join by November 9th or 10th.

Role Responsibilities:

- Handling client service requests on WhatsApp Business and phone.
- Managing mutual fund & insurance portals (KYC, SIP processing).
- Basic data entry and maintaining Excel sheets.
- Coordinating with our field staff for document pickups.
- Cross-selling financial products to existing client base.
- Coordinating policy renewals with clients alongside senior staff.
- Operations on AMC and Health/Motor Insurance portals (policy issuance, endorsements, KYC updates).

Requirements:

- Graduation completed.
- Must live within 5–7 km of Old Rajinder Nagar.
- Fluent in Hindi; basic English for emails.
- Punctual, honest, and tech-savvy.

📌 Client Service Executive (New Delhi)
🏢 KashBulls
📍 New Delhi

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