Relationship Building Expert

2 days ago


Rajkot, Gujarat, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000
Client Relationship Executive Role

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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