Relationship Executive
2 weeks ago
**Qualifications & Skills**:
- Graduate/Post - Graduate ( Commerce )
- Minimum experience of one year in Finance Securities company.
- Basic understanding of MS-Word, MS-Excel
- Strong understanding of financial products: Mutual funds, Portfolio Management Services Financial instruments.
**Roles & Responsibilities**:
- Monitoring of Inactive Client Accounts and Inactive Franchises to reactivate
- Preparing MIS report on daily basis (brokerage and a/c opening).
- Handling the queries of walk-In clients
- Follow up of mails to HO & RO and revert on time
- Follow up of Leads and Client acquisition activation
- Cross selling of other products & services & building depth within the existing relationships.
**Salary**: ₹15,000.00 - ₹20,000.00 per month
Schedule:
- Day shift
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