Relationship Executive

2 days ago


Ahmedabad, India 4C Consulting Private Limited Full time

**Job Title**:Relationship Executive

**Location **Ahmedabad

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

**No. of Vacancy**:1

**Qualification**:Graduate/Post Graduate/MBA (Finance)

**Gender**:Male

Job Purpose is to assist the organization's sales and growth efforts by contributing to new customer acquisition, provide ideas to attract new clients and keep the senior management updated about marketplace and competitor activity.

**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 - ₹30,000.00 per month

**Benefits**:

- Leave encashment
- Paid sick time

Schedule:

- Day shift

**Speak with the employer**
+91 8799349904



  • Ahmedabad, India HIRVA HR SOLUTIONS PRIVATE LIMITED Full time

    A **Relationship Executive **is an expert who is reliable for the growth of their Career. They work with their sales group to create mutually profitable proposals, deal with contract terms, and communicate actually with stakeholders. **Job Profile**: - Handling existing and new bank customers of our banking partners - Generate a Lead of prospective...


  • Ahmedabad, India Media Designs Full time

    A Customer Relationship Executive (CRE) is responsible for managing relationships between a company and its customers. The main roles and responsibilities of a CRE include: - Building Relationships: The primary responsibility of a CRE is to build and maintain strong relationships with customers. They must have excellent communication skills and the ability...


  • Ahmedabad, India Proveera Private Limited Full time

    Customer Relationship Executive responsibilities include resolving customer queries, recommending solutions, and guiding product users through features and functionalities. - To succeed in this role, you should be an excellent communicator who can earn our clients’ trust. You should also be familiar with help desk software. **Responsibilities: -** -...


  • Ahmedabad, India Luna Technologies Private Limited Full time

    **Urgently opening for position of Customer Relationship Executive for reputed company in India** **Position**:CRE (Customer Relationship Executive)** **Job Location**: Ahmedabad **Salary**:Depends on interview**Skills Required**: Experience: 1 Yrs. experience in relevant profile & Industry **Skills**: - Responding to Customer Inquiries - Problem...


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

    Enthusiastic client relationship executive adept at developing and executing implementation plans and creating solid relationships with clients.ResponsibilitiesProactively engage with NRI clients to understand and address their investment, insurance, and tax compliance needs in a timely manner.Coordinate with the head office to facilitate seamless exchange...


  • Ahmedabad, India White Ocean Investment Services LLP Full time

    **Position**:Relationship Executive **Location**:Ahmedabad **Work Experience**:1 - 2 years. **No. of Vacancy**:1 **Qualification**:Graduate/Post Graduate **Gender**:Male **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...


  • Ahmedabad, Gujarat, India Talent Corner HR Services Full time

    Position: Customer Relationship Executive Location : CG Road, Ahmedabad Experience : 2 + Years in Real Estate Industry Company Overview: Our company is a leading real estate company based in Ahmedabad, Gujarat, India. They specialize in providing high-quality residential and commercial properties to our clients. We have a strong presence in the market and...


  • Ahmedabad, India Ceorra Technologies Private Limited 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. - English is must. **Salary**: ₹100,000.00 - ₹200,000.00 per year Schedule: - Day shift - Morning shift Ability to commute/relocate: - near Gujarat College,,...


  • Ahmedabad, Gujarat, India Kotak Mahindra Bank Limited Full time

    Responsibilities and Deliverables:The Service Relationship Manager will be responsible for the following tasks:* Ensuring timely processing of customer closure requests* Coordinating with relevant teams to ensure correct resolution* Highlighting non-adherence or delay in resolution from stakeholders to immediate superiors for support* Executing best...


  • Ahmedabad, Gujarat, India Kotak Mahindra Bank Full time

    Job Overview:We are seeking a Relationship Banking Executive to join our team. As a Relationship Banking Executive, you will be responsible for building and maintaining relationships with high net worth individuals and families. You will work closely with our internal teams to provide seamless access to a range of banking products and services.Key...


  • Ahmedabad, Gujarat, India VS placement services Full time

    We are looking to dynamic Panel Relationship Executive to assist with research & data requirementsfor ourprojects. What you’ll be doing: Panel building and Managemento Conducting Market research Surveys in English as per the requirement.o Secondary searcho Cold calling.o End to End panel relationship Management including their incentive...


  • Ahmedabad, Gujarat, India South United Football Club Full time

    Client Relationship Executive The Client Relationship Executive will play a crucial role in managing and servicing leads, ensuring a seamless experience from initial contact through enrollment and ongoing engagement. This role requires a proactive approach to client interactions, a strong focus on lead conversion, and a commitment to delivering...


  • 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, Gujarat, India kankaria properties pvt ltd Full time

    **Job description** As a Sales Executive for Concrete Products, your primary responsibility is to **drive sales **and generate revenue by promoting and selling concrete products to potential customers. You will be responsible for **building and maintaining relationships with clients, **understanding their needs, and providing them with suitable product...


  • Ahmedabad, Gujarat, 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...


  • Ambawadi, Ahmedabad, Gujarat, India Get Fly Trip Full time

    The Customer Relationship Executive is responsible for building and maintaining strong relationships with clients to enhance customer satisfaction and loyalty. This role involves understanding client needs, providing tailored solutions, and ensuring a seamless customer experience throughout the engagement process. Pay: ₹8,000.00 - ₹10,000.00 per...


  • Ahmedabad, India Affirm Services Consultancy Pvt. Ltd. Full time

    **JD -DEALER** **Responsibilities**: 1.Communicating Intra-day Trading Calls and Investing Ideas to Customers. 2.Maintaining Regular Relations with Clients. 3.Individually Operate NSE / BSE Terminals. 4.Calling dormant / inactive clients and convincing them to start trading. 5. Margin collection from existing and new clients 6.Ability to Advise the Clients...


  • Bodakdev, Ahmedabad, Gujarat, India Panacea Healthcare Management Full time

    **Role**:Customer Relationship Executive **Education**: Any graduate **Experience**: At least 1 year in BPO/KPO **Location**: Vastrapur Lake Road, Bodakdev Ahmedabad Education: Any Graduate - Diploma Salary - 20k to 25k **Roles & Responsibilities** - Generate leads - Identify and assess customers’ needs to achieve satisfaction - Build sustainable...


  • Ahmedabad, Gujarat, India Kotak Mahindra Bank Limited Full time

    Overview:At Kotak Mahindra Bank Limited, we are committed to providing innovative banking solutions to our customers. Our TASC & Institutional Business vertical is a key part of this commitment, focusing on building long-term relationships with institutional clients across various sectors.Responsibilities:The Senior Relationship Manager-Retail...


  • Bodakdev, Ahmedabad, Gujarat, India Panacea Healthcare Management Full time

    Designation : Customer relationship executive Location : Ahmedabad, Gujarat No. of Position : 6 Education : Any Graduate - Diploma Experience : At least 2 year in Call centers Salary - 20k to 25k - Implement processes for consistent team handling of customer complaints - Analyzes and reports performance data on customer escalation trends and business...