Virtual Assist Rm 1

ICICI Securities Ltd

Navi Mumbai, India
On-site
Re-engaging inactive customers
Understanding investment preferences
Online account opening assistance
The role focuses on re-engaging inactive customers who have not traded to understand their investment preferences

Job Summary

  • The role focuses on re-engaging inactive customers who have not traded to understand their investment preferences.
  • The specialist will assist customers with online account opening and the complete onboarding process.
  • A deep understanding of both in-house and third-party financial products is required to address customer concerns effectively.

Matching Summary

The role focuses on re-engaging inactive customers who have not traded to understand their investment preferences.

Skills & Requirements

Must-have

  • Re-engaging inactive customers
  • Understanding investment preferences
  • Online account opening assistance
  • Empathetic customer communication

Nice-to-have

  • High degree of diligence
  • Enthusiasm towards work
  • Deep product knowledge

Key Requirements

  • Bachelor's degree from a reputed college or MBA
  • NISM Certification Module V-A & VII
  • Excellent written and oral communication skills
  • Proficiency in MS Office

Work Rights

Not specified

Tailored Resume

Cover Letter