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Job Location | Kolkata |
Education | Not Mentioned |
Salary | Rs 9 - 12 Lakh/Yr |
Industry | Banking / Financial Services |
Functional Area | Finance / Accounts / TaxSecurities Trading |
EmploymentType | Full-time |
Communicating with clients to understand their needs and explain product value.Building relationships with clients based on trust and respect.Collaborating with internal departments to facilitate client need fulfillment.Collecting and analyzing data to learn more about consumer behavior.Keeping accurate records pertaining to inventory and account notes.Maintaining updated knowledge of company products and services.Resolving complaints and preventing additional issues by improving processes.Identifying industry trends.Acting as a client advocate with a focus on improving the buyer experience
Keyskills :
inventory records conservatorships accutrac communication trust statetaxplanning localhistory powersofattorney lastingpowersofattorney corporaterecords gifttax specialneedstrusts familyhistory estatelaw estateadministration