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Client Relationship Executive

1 month ago

Prahlad Nagar Ahmedabad Gujarat, India Ashutosh Financial Services Pvt. Ltd. Full time

**Responsibilities**:
1) Establish and maintain good client relationships by being proactive in your communication with them and prompt in responding to their investment, insurance, and tax compliance needs.

2) Coordinating with the head office to provide a seamless exchange of documents regarding the services that the client has confirmed.

3) Maintaining accurate follow-up records for the ongoing conversations with clients and potential clients.

4) working under the guidance of management and the reporting officer, coordinating with them on regular business tasks.

5) Travelling to outstation location for client coordination and headoffice on need basis.

6) Supporting management activities and working in accordance with business development responsibilities and strategies.

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

**Salary**: ₹25,000.00 - ₹35,000.00 per month

**Benefits**:

- Leave encashment

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

**Language**:

- Fluent english (required)

Work Location: In person