Client relationship executive
2 days ago
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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