
Relationship Building Expert
2 days ago
We are seeking a highly skilled Client Relationship Executive to join our team. The ideal candidate will have excellent communication skills, be able to build strong relationships with clients, and possess a deep understanding of investments.
About the Job:
- This role involves attending to clients visiting the office regarding investment-related matters such as mutual funds, tax-free bonds, non-convertible debentures, perpetual bonds, corporate bonds, sovereign gold bonds, IPOs, unlisted stocks, fixed deposits, and portfolio management services.
- The successful candidate will also take follow-ups and maintain relationships with regular clients on regular bases or defined frequencies.
- Additionally, they will report the status of RM performance and coordinate with clients to collect documents related to investments.
- They will issue these documents to the operations department for processing and update follow-up records related to client status.
- Another key responsibility is collecting all documents day-wise related to investment from all RMs and issuing them to the operations department time to time for processing.
Requirements and Qualifications:
- A minimum of 0-2 years of experience in a similar role.
- Strong knowledge of investments and financial markets.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet deadlines.
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