Customer Service Executive
📍 Patna
💼 Experience: 3-6 Years
- Maintaining the MIS of Empanelment cases
- Calling up IFA's for fresh Empanelment
- Briefing the distributor on new products
- Responsibility at fort branch (Only specific to fort CSE's)"
- Co-coordinating with branches and Karvy for empanelment
- Printing and dispatching of letter to distributor
- Maintaining complete MIS of the distributor empaneled Renewal Calling:
- Calling Investor's for renewal of DSIP, Daily SIP, Monthly SIP
- Calling distributor for Self Declaration to avoid delay in distributor brokerage