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    Client Service

    Full-Time
    Bangkok, Thailand
    Posted: June 30, 2024
    Position Details

    Role and Responsibilities / หน้าที่ความรับผิดชอบ

    • ประสานงานเพื่อให้คำแนะนำและช่วยเหลือลูกค้าในเรื่องต่าง ๆ ในการเปิดบัญชี การเตรียมเอกสารที่เกี่ยวข้องกับธุรกรรมการซื้อขายหลักทรัพย์ กองทุนรวม และผลิตภัณฑ์ทางการลงทุนอื่น ๆ 
    • แนะนำขั้นตอนการใช้ Mobile Application 
    • ติดต่อลูกค้าผู้ที่สนใจในบริการของ KKP Edge เช่น แนะนำ Service model, อธิบายผลิตภัณฑ์ต่าง ๆ ที่ลูกค้าสามารถลงทุนได้ รวมไปถึงโปรโมชั่นและสิทธิพิเศษต่าง ๆ
    • ให้ข้อมูล และคำแนะนำการลงทุนเบื้องต้น โดยอิงจากบทวิเคราะห์จากส่วนกลางของ KKPS Research Center 
    • ดำเนินการทำธุรกรรม ซื้อ-ขาย หลักทรัพย์ กองทุนรวม และ ผลิตภัณฑ์ทางการลงทุนให้แก่ลูกค้า
    • ติดต่อประสานงานกับ Operational Team และหน่วยงานต่าง ๆ ที่เกี่ยวข้อง


    Qualifications / คุณสมบัติ

    • วุฒิปริญญาตรี สาขาการเงิน, เศรษฐศาสตร์, บริหารธุรกิจ, บัญชี และสาขาที่เกี่ยวข้อง 
    • มีใบอนุญาตแนะนำผู้ลงทุนหรือสามารถสอบใบอนุญาต (จะได้รับการพิจารณาเป็นพิเศษ)
    • มีประสบการณ์งานในสายการลงทุน หุ้น หรือ กองทุนรวม (จะได้รับการพิจารณาเป็นพิเศษ)
    • มีมนุษยสัมพันธ์ที่ดี มีใจรักในงานบริการ และมีทักษาะการสื่อสารที่ดี
    • มีความมุ่งมั่น, กระตือรือร้น, ขยันอดทน, มีความละเอียดรอบคอบ, ชอบแก้ปัญหา, เรียนรู้ได้อย่างรวดเร็ว 



    Skills
    Client service
    Research Consulting
    Service Activation
    Finance and Accounting

    Functions
    Customer Service

    Job Overview

    Job Type:

    Full-Time


    Company

    Kiatnakin Bank logo

    Kiatnakin Bank

    104 active jobs

    Industry:

    Banking & Finance

    Ready to Apply?

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