Relationship Executive

4 weeks ago


Ahmedabad, India White Ocean Investment Services LLP Full time

**Job Title**:Relationship Executive

**Location **Ahmedabad

**Work Experience**:1 year - 2 years.

**No. of Vacancy: 2**

**Qualification**:Graduate/Post Graduate

**Gender**:Male / Female

**Main Responsibilities**:

- Fix up appointments with the potential clients.
- Should be able to convert the leads / call the clients on a regular basis.
- Attending new inquiries and talking to potential clients to determine their expenses, income, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- Data mining for leads.
- Advising strategies for clients in investment planning, cash management, and other areas to help them reach financial objectives.
- Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
- Managing and periodical review of client’s portfolio
- Daily coordination with the team and feedbacks on every lead.
- Have to work on targets.

**Skills Required**:

- Good Communication Skills in Gujarat, Hindi, and English
- Good Convincing Power
- Hard working
- **Knowledge of Financial Products** like mutual funds, corporates bonds, govt. securities, debentures, etc
- Computer Knowledge

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹15,000.00 - ₹25,000.00 per month

**Benefits**:

- Leave encashment
- Paid sick time

Schedule:

- Day shift

Ability to commute/relocate:

- Ahmedabad - 380015, Gujarat: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**

+91-XXXXXXXXXX



  • Ahmedabad, India SMSCloud Hub Full time ₹ 15,000 - ₹ 30,000

    This is a full-time on-site role for a Carrier Relationship Executive at SMSCloud Hub in Ahmedabad. The Carrier Relationship Executive will be responsible for:Building and maintaining relationships with network operators, global hubs, aggregators, and enterprises. They will ensure seamless transactions and effective communication for our customers across...


  • ahmedabad, India SMSCloud Hub Full time

    This is a full-time on-site role for a Carrier Relationship Executive at SMSCloud Hub in Ahmedabad. The Carrier Relationship Executive will be responsible for:Building and maintaining relationships with network operators, global hubs, aggregators, and enterprises.  They will ensure seamless transactions and effective communication for our customers across...


  • Ahmedabad, India SMSCloud Hub Full time

    This is a full-time on-site role for a Carrier Relationship Executive at SMSCloud Hub in Ahmedabad. The Carrier Relationship Executive will be responsible for:Building and maintaining relationships with network operators, global hubs, aggregators, and enterprises. They will ensure seamless transactions and effective communication for our customers across...


  • Ahmedabad, India BIOTEXUS ENERGY PVT LTD Full time

    Job Title: Client Relations Assistant **Responsibilities**: Relationship Building: Cultivate strong relationships with existing members, understanding their needs and providing personalized assistance to enhance their membership experience. Events and Initiatives: Collaborate with the team to organize and coordinate events, workshops, and seminars to...


  • Ahmedabad, Gujarat, India SBI Full time

    New Opening in INDIA'S Largest Bank for fresher and Experienced Candidates Work: Credit Card sales Work Location : All over in Surat Designation : Relationship Executive Education: 12th Pass Minimum Salary: Between 13,000 NTH to 20,000 NTH+PF+ESIC+ Incentive Training will provide to everyone Job Time: 9 Hours a Day Work Off: 6 Days Note: WE DO NOT CHARGE FOR...


  • Ahmedabad, India BIOTEXUS ENERGY PVT LTD Full time

    Job Title: Client Relations Assistant **Responsibilities**: Relationship Building: Cultivate strong relationships with existing members, understanding their needs and providing personalized assistance to enhance their membership experience. Events and Initiatives: Collaborate with the team to organize and coordinate events, workshops, and seminars to...


  • Ahmedabad, India HyFlyer Global Full time

    **Seeking a Client Relationship Executive for our immigration firm HyFlyer Global. Responsibilities include** **- Building strong client relationships,** **- Addressing inquiries,** **- Providing accurate information on immigration procedures** **- Telecalling on Inbound & Outbound Leads** **- Collaborating with consultants.** **Office located at...


  • Ahmedabad, India SQUARE and CORNER Full time

    **Real Estate work,** **Required girls for customer relationship executive, client co-ordination.** **back office work.** **Salary**: From ₹13,000.00 per month Schedule: - Day shift Supplemental pay types: - Yearly bonus Ability to commute/relocate: - Ahmedabad, Gujarat: Reliably commute or planning to relocate before starting work...


  • Ahmedabad, India WorkQuest India Full time

    The job description of a Customer Relationship Executive (CRE) in after-sales service typically involves managing the relationship between the company and its customers after a product or service has been sold. Here's a breakdown of the key responsibilities:Customer Support: Providing assistance to customers who have purchased products or services,...


  • Ahmedabad, India WorkQuest India Full time

    The job description of a Customer Relationship Executive (CRE) in after-sales service typically involves managing the relationship between the company and its customers after a product or service has been sold. Here's a breakdown of the key responsibilities: Customer Support: Providing assistance to customers who have purchased products or services,...


  • Ahmedabad, India WorkQuest India Full time

    The job description of a Customer Relationship Executive (CRE) in after-sales service typically involves managing the relationship between the company and its customers after a product or service has been sold. Here's a breakdown of the key responsibilities:Customer Support: Providing assistance to customers who have purchased products or services,...


  • Ahmedabad, India White Ocean Investment Services LLP Full time

    **Job Title**:Relationship Executive **Location **Ahmedabad **Work Experience**:1 year - 2 years. **No. of Vacancy**:1 **Qualification**:Graduate/Post Graduate **Gender**:Male only **Main Responsibilities**: - Fix up appointments with the potential clients. - Should be able to convert the leads / call the clients on a regular basis. - Attending new...


  • Ahmedabad, India Siyana Info Solutions Pvt. Ltd. Full time

    We are hiring for Customers relationship executive. - He/she needs to wish them on thier anniversary or birthday. - He/She need to make the welcome calls if some new customers joins in. **Salary**: ₹100,000.00 - ₹200,000.00 per year Schedule: - Day shift Ability to commute/relocate: - near Gujarat College, Ahmedabad - 380006, Gujarat: Reliably...


  • Ahmedabad, India TATA Capital Full time

    To drive sales and ensure business targets are achieved. To build strong relationships with prospective clients so as to ensure business continuity **Core Responsibilities**: - Proactively reach out to potential clients and explain the entire process of home loan while setting correct expectations - Manage end-to-end sales lifecycle tapping prospects,...

  • Relationship manager

    2 weeks ago


    Ahmedabad, India timesjobs Full time

    JOB DETAILSThe Relationship Manager (Retail Banking) performs a role focusing on client relationship management, including client acquisition, provision of personal financial advice and on-going servicing of retail clients.KRA's:Acquire new retail clients through developing professional relationships based on trust, empathy, credibility and ethical...

  • Relationship manager

    2 weeks ago


    Ahmedabad, Gujarat, India timesjobs Full time

    JOB DETAILSThe Relationship Manager (Retail Banking) performs a role focusing on client relationship management, including client acquisition, provision of personal financial advice and on-going servicing of retail clients.KRA's:Acquire new retail clients through developing professional relationships based on trust, empathy, credibility and ethical...


  • Ahmedabad, Gujarat, India Vikram Solutions Full time

    POSITION: Customer Relationship Executive **Responsibilities**: Identifying new Project lead Online Meeting with clients and explaining products Regularly follow up with existing clients Providing Pre-sales and Pro sales support To be able to manage the responsibilities assigned to the job role Energetic, willing to learn and grow Should have excellent...


  • Ahmedabad, India Maven Works Full time

    We are looking for an experienced customer relationship manager to be responsible for engaging with key customers by building and preserving trusting relationships. The customer relationship manager will constantly identify opportunities to grow the customer base and build positive relationships with new clients.Responsibilities:Greeting consumers.Highlight...


  • Ahmedabad, India BAJAJ capital Full time

    Meeting with potential clients to gauge the utility and viability of prospective working relationships.Ensuring regular contact with existing clients to maintain our company's presence.Repairing disengaged or fractured relationships.Conducting in-depth needs assessments to better understand each client's requirements.Identifying a range of our offerings that...


  • ahmedabad, India BAJAJ capital Full time

    Meeting with potential clients to gauge the utility and viability of prospective working relationships. Ensuring regular contact with existing clients to maintain our company's presence. Repairing disengaged or fractured relationships. Conducting in-depth needs assessments to better understand each client's requirements. Identifying a range of our offerings...