Client Relationship Executive

5 days ago


kozhikode, India Advenxa Full time

Client Relationship Executive (CRE) Location: Calicut Salary: ₹20,000 – ₹25,000 per month Experience: 1–2 years (Banking / Financial Services / Insurance) Qualification: Any Degree This role does not involve sales targets or high -pressure sales environments. We prioritize a client -focused and consultative approach.Responsibilities Handle client queries, grievances & ensure quick resolution.Support clients with Capital / Stock Market -related services.Execute Depository Settlements & Delivery Instruction Slips.Process Demat & Dematerialization requests accurately.Conduct client onboarding and KYC verification as per regulatory guidelines.Communicate clearly & maintain strong client relationships.Ensure professionalism, compliance & confidentiality. Requirementsstrong communication & interpersonal skills.Good understanding of Capital / Stock Markets & investment products.Pleasant personality with a client -first, consultative approach.1–2 years' experience in Client Relationship Management. ​



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