Client Relationship Executive – Investment Services

**Position: Client Relationship Executive (Male)** **Experience: 2-3 Years** **Location: Rajkot, Gujarat** **Age Criteria: 25 to 30 years** **Job Summary** As a Client Relationship Executive (CRE) in the finance sector, you will be responsible for building and maintaining strong relationships with clients, ensuring their financial needs are met with...

Position: Client Relationship Executive (Male) Experience: 2-3 Years in Finance Industry Qualification: Graduation Location: Ahmadabad, Gujarat **[Need Fluency in English]** **Job Summary** As a Client Relationship Executive (CRE) in the finance sector, you will be responsible for building and maintaining strong relationships with clients, ensuring...

A Client Relationship Executive is responsible for building and maintaining strong relationships with clients to ensure satisfaction, loyalty, and business growth. They act as the main point of contact between the company and its clients, addressing concerns, identifying business opportunities, and ensuring high-quality service delivery. Key...

Specific Responsibilities - On boarding of new funds through acquisition of new preferred HNI Ultra HNI Clients - To provide exceptional service to existing clients deepening relationships and investments from them - Acquiring new clients through multiple channels like e-mail marketing networking IAP s and calling- Prepare financial plans for clients to...

**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...

Role: Business DevelopmentDepartment: Investment BankingLocation: Ahmedabad, GujaratExperience: 3-7 years (Preferably in deal origination, client acquisition, or business development; with a preference for experience in financial services sector)Job Summary:Responsible for working on business development for investment banking services and building long term...

Fresher Or Inexperienced May apply **Skills Required or One Should be Ready, Open & Flexible to Learn, adjust and grow.** - **Degree in Commerce, marketing, finance, communication,** or a similar discipline. - **In-depth knowledge** of effective sales and negotiation tactics. - **Outstanding verbal and written communication** skills. - **Strong...

Full-Time Opportunity: Venture Capital Investment Analyst at Samarthya Location: Nariman Point, Mumbai / Bangalore / ChennaiCommitment: Full-time Requirements: NISM Series XIX-D exam (For Cat I and II AIF )About Us Samarthya (https://www.samarthya.co.in/) is an early-stage venture capital firm focused on investing in high-potential startups in deeptech,...

About UsAGR Knowledge Services Pvt. Ltd is into Research and Consulting providing outsourced research solutions to some of the world's largest manufacturing, financial services, consulting, and technology companies. Our team has accomplished more than 3000 assignments for over 250 global clients with over 2/3rd of the revenue coming from repeat clients. AGR...

1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice.3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.4) The Relationship...