Available Vacancy Bright Future is waiting for you
Client Officer
Are you someone who enjoys building strong client relationships and delivering trusted financial guidance? InvestmentKendra.com is hiring dedicated and proactive individuals for the role of Client Officer. In this position, you’ll engage with customers to understand their investment needs and assist them in choosing the right demat and financial products. You’ll be the bridge between our platform and client satisfaction. This role offers the flexibility to work from home or part-time, with performance-based incentives and training support. Prior experience in customer service or financial advisory is a plus, but not mandatory. We’re looking for individuals who are polite, credible, and confident communicators. Your role will directly impact client retention, engagement, and trust. If you’re ready to grow with a high-performing fintech brand — 📩 send your CV today and be the voice of trust at InvestmentKendra.com.
Responsibilities
As a Client Officer at InvestmentKendra.com, you’ll play a crucial role in guiding customers through demat onboarding and supporting their financial queries. Your focus will be on building trust, ensuring satisfaction, and driving engagement with our platform.
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Assist demat onboarding
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Handle client queries
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Maintain follow-up calls
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Build client trust
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Provide product guidance
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Ensure customer satisfaction
Skills and Experience
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Client relationship management
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Trust-building approach
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Basic finance knowledge
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Demat process understanding
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Professional phone etiquette
- Strong communication skills
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Confidence with clients
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Fluency in Hindi/English
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Follow-up call ability
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Self-motivated attitude
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CRM tool familiarity
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Prior service experience
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