Client relationship executive

2 days ago


Ahmedabad, India Ashutosh Financial Services Pvt. Ltd. Full time
Enthusiastic client relationship executive adept at developing and executing implementation plans and creating solid relationships with clients.
Responsibilities
Proactively engage with NRI clients to understand and address their investment, insurance, and tax compliance needs in a timely manner.
Coordinate with the head office to facilitate seamless exchange of documents pertaining to services for NRI clients.
Maintain accurate records of follow-up communications with both existing NRI clients and potential NRI clients.
Collaborate closely with management and reporting officers to ensure alignment with NRI-focused business tasks.
Travel to outstation locations as necessary for client meetings and to the head office for NRI-related coordination.
Provide support for management activities and actively contribute to the development and execution of NRI-specific business strategies.
Qualifications
Bachelor’s Degree or above in commerce, Business Administration, Marketing, or other related fields with at least 1-year working experience in corporate environment is preferred.
Decent communication skills.
Location: Ahmedabad, Gujarat, India.

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