Client Relationship Executive – Investment Services

Company Name: Ashutosh Financial Services Private Limited!! About the company: We are a professionally managed ISO 9001:2015 certified company. Since established in year 2001, we are committed to consistently provide best quality financial services and delivering qualitative and unbiased consultancy in all the spheres of financial services including...

**Job Title**: Client Relationship Executive - NRI Services **Location**: Ahmedabad **Experience**: 2-3 Years **Working Hours**: - Monday to Friday: 10:00 AM to 7:00 PM (1-hour lunch break) - Saturday: Half Day - **Age Range**:27-35 Years **Job Summary**: **Key Responsibilities**: - Engage with NRI clients to understand and fulfill their financial and...

1) Establish and maintain good client relationships by being proactive in your communication with them and prompt in responding to their insurance needs. 2) Coordinating with the operations & research department to provide a seamless exchange of documents regarding the services that the client has confirmed. 3) Maintaining accurate follow-up records for...

**Designation**: Client Relationship Executive - NRI Services **Location**: Ahmedabad **Salary**: Up to ₹35,000/- + Incentives **Experience**: 2 to 4 years **Education**: Minimum Graduate (Commerce background preferred) **Gender**: Male **Age Limit**: 30 to 40 years **Working Hours**: Monday to Friday - 10:00 AM to 07:00 PM (1 hr lunch break) | Saturday -...

**Job Summary**: **Key Responsibilities:Client Interaction & Relationship Management**: - Serve as the primary point of contact for clients, addressing inquiries and concerns. - Build and maintain strong client relationships through regular communication. - Ensure timely and effective resolution of client issues and requests. - Provide clients with updates...

Responsibilities - Conduct regular field visits within Ahmedabad and nearby areas, including GIDC industrial locations, Gandhinagar, and other surrounding regions for client meetings. - Proactively engage with clients to understand and address their investment, insurance, and tax compliance needs in a timely manner. - Coordinate with the head office to...

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...

**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...

Job Category KMBL Degree Level Bachelor s Degree We are seeking a talented and experienced professional to join Kotak Mahindra Bank Ltd as a Platinum Relationship Manager in our Branch Banking-Relationship Management department In this role you will be responsible for building and maintaining strong relationships with our valued household clients offering...

Elite Relationship Manager-Business Banking-BRANCH BANKING-Relationship Management We are seeking a highly motivated and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across...