Customer Realtionship Representative
2 weeks ago
Executives are responsible for **prospecting and acquiring new clients**. This involves identifying potential clients, making cold calls, conducting presentations, and **building relationships to attract new business**.
- Responsible for maintaining and nurturing relationships with them. This involves regular communication, addressing client queries and concerns, providing market updates and research insights, and **offering investment advice**.
- Need to have **in-depth knowledge of the financial products** and services offered by the company. They should be able to explain the features and benefits of various investment products, such as stocks, bonds, mutual funds, and derivatives, to clients.
- Need to **develop sales strategies**, negotiate terms, and close deals.
- Conduct regular portfolio reviews and make necessary adjustments to ensure **portfolio alignment with clients investment goals**, provide valuable insights to clients and make informed recommendations.
- Executives must **ensure that all activities **and recommendations adhere to the legal and regulatory requirements of the industry. Familiar with compliance procedures, ethical guidelines, and industry best practices.
- Provide comprehensive solutions to clients and ensure smooth execution of transactions and ensure a **positive client experience throughout.**
**Job Types**: Full-time, Regular / Permanent
**Salary**: ₹150,000.00 - ₹450,000.00 per year
**Benefits**:
- Flexible schedule
Supplemental pay types:
- Commission pay
- Overtime pay
- Performance bonus
- Yearly bonus
Ability to commute/relocate:
- Bhopal, Madhya Pradesh: Reliably commute or planning to relocate before starting work (preferred)
**Education**:
- Bachelor's (preferred)
**Experience**:
- Banking & Finance: 2 years (preferred)
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