Client Relationship Executive

5 days ago

Kozhikode Kerala, India Advenxa Full time

Client Relationship Executive - Male Location Calicut Fluent in English with strong communication and interpersonal skills Experience 1-2 years in Banking or Financial Services Qualification Graduation Mandatory Salary Range 20 000 to 25 000 per month Male Candidates Only Responsibilities 1 Client Relationship Management Build and maintain strong relationships with clients leveraging 1-2 years of prior experience Act as the primary point of contact for client inquiries addressing concerns and providing timely and accurate information Collaborate with internal teams to ensure client needs are met effectively 2 Front Office Operations Manage front office operations including handling incoming calls emails and walk-in clients Maintain a professional and welcoming atmosphere in the reception area Coordinate and schedule client meetings and appointments 3 Mutual Fund Knowledge Possess a deep understanding of mutual funds and other investment products Provide clients with information and guidance on mutual fund options leveraging 1-2 years of experience Stay updated on market trends and investment strategies 4 Communication Skills Demonstrate excellent communication skills both written and verbal Conduct client presentations and effectively communicate complex financial concepts in a clear and understandable manner Assist clients in completing necessary documentation and forms 5 Professionalism Maintain a high level of professionalism and confidentiality in all client interactions Uphold company values and adhere to compliance standards and regulations Additional Note This role does not involve sales targets or high-pressure sales environments We prioritize a client-focused and consultative approach Requirements Proven 1-2 years of experience in client relationship management in banking or financial services Bachelor s degree in finance business or a related field Fluent in English with strong communication and interpersonal skills Knowledge of mutual funds and broader financial markets Pleasant demeanor and the ability to create a positive client experience

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