
Client Relationship Executive – Investment Services
3 weeks ago
Designation Client Relationship Executive Investment Services Location Rajkot Posts Work Profile client meeting and selling of investment products Salary - Incentive Experience 1 to 2 years fresher can also apply Education Graduate min Working hours 09 00 to 07 00 1hr Lunch break Monday to Friday Half Day for Saturday Gender Male Age bar 23 to 30 Job Summary We are looking for a dynamic and client-focused Client Relationship Executive to join our Investment Services team in Rajkot The ideal candidate will be responsible for managing client relationships understanding their investment needs and offering suitable financial products This role requires strong communication skills and a passion for sales in the financial services domain Key Responsibilities Meet with prospective and existing clients to understand their investment goalsRecommend suitable investment products mutual funds bonds equities etc based on client profilesAchieve sales targets through effective relationship building and product promotionMaintain strong client relationships to drive repeat business and referralsProvide market updates and investment advice to clients regularlyEnsure complete documentation and compliance with regulatory guidelinesCollaborate with internal teams to ensure smooth client onboarding and service deliveryRequirements Good English communication skills Presentable Personality Own a vehicle for local travel
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Client Relationship Executive
2 weeks ago
Rajkot, Gujarat, India Skillgenic Full timeCompany 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...
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Client Relationship Executive- Nri Services
2 weeks ago
Ahmedabad, Gujarat, India Skillgenic Full time**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...
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Client Relationship Executive
2 weeks ago
Rajkot, Gujarat, India Ashutosh Financial Services Pvt. Ltd. Full time1) 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...
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Client Relationship Executive
2 days ago
Ahmedabad, Gujarat, India Skill Brink Full time**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 -...
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Client Servicing Executive
1 week ago
Mavdi, Rajkot, Gujarat, India Tirupati studio Full time**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...
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Client Relationship Executive
2 weeks ago
Prahlad Nagar, Ahmedabad, Gujarat, India Ashutosh Financial Services Pvt. Ltd. Full timeResponsibilities - 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...
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Relationship Executive
3 days ago
Rajkot, Gujarat, India Aark Capital Investments & Insurance Full timeFresher 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...
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Client Relationship Executive
1 week ago
Prahlad Nagar, Ahmedabad, Gujarat, India Ashutosh Financial Services Pvt. Ltd. Full time**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...
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Rajkot, Gujarat, India Kotak Mahindra Bank Full timeJob 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...
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Elite Relationship Manager
2 weeks ago
Rajkot, Gujarat, India Kotak Mahindra Bank Full time ₹ 4,00,000 - ₹ 12,00,000 per yearElite 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...