Relationship Executive

2 weeks ago


Indore Madhya Pradesh, India Techturtle Consultant Pvt ltd Full time

**Overview**:
**Key Responsibilities**:

- Client Relationship Management
- Portfolio Management
- Product Knowledge
- Cross-Selling
- Client Communication
- Risk Management
- Sales Targets

**Qualifications**:

- Bachelor’s degree in Business, Finance, or related field.
- Proven experience as a Relationship Manager or similar role in the financial industry.
- Strong knowledge of financial products and services.
- Excellent communication and interpersonal skills.
- Results-driven with a focus on client satisfaction.

**Additional Requirements**:

- Financial industry certifications (e.g., CFA, CFP) are a plus.
- Familiarity with CRM software and financial planning tools.

**Benefits**:

- Competitive salary and performance-based incentives.
- Health and retirement benefits.
- Continuous professional development opportunities.
- Dynamic and collaborative work environment.

**Salary**: ₹13,000.00 - ₹25,000.00 per month

**Benefits**:

- Provident Fund

Supplemental pay types:

- Performance bonus
- Yearly bonus

Ability to commute/relocate:

- Indore, Madhya Pradesh: Reliably commute or planning to relocate before starting work (required)

**Language**:

- English (required)

**Location**:

- Indore, Madhya Pradesh (required)

Work Location: In person

**Speak with the employer**

+91 9111000378



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