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Opening For Client Relationship Executive

2 weeks ago

Rajkot, Gujarat, India SkillsGenic Full time
attending clients visiting office with respect to investment related to:o mutual funds.o tax free bonds, non-convertible debentures (ncd), perpetual bonds, corporate bonds, sovereign gold bonds.o ipo o unlisted stockso fixed deposito portfolio management services equity pms & re-pms.o investment in aif (alternative investment fund)o investment in foreign equity. taking follow-ups and maintaining relationship with regular clients on regular bases or defined frequencies. reporting the status of rm performance. taking timely follow-up with clients on regular or defined frequencies. to coordinate with client collecting the documents related to investments from clients and handover to operations dept. for submission processing and also coordinate with research dept. for suggestion related matters. updating the follow-up records related to clients status and reporting to gm investment services and md for the same. to collect all documents day wise related to investment from all rms & issue to operation department time to time for processing. responsible and authorize to fulfill the responsibility assigned. to do all the further tasks assigned by the managemen

Experience

0 - 2 Years

No. of Openings

2

Education

B.Com

Role

Client Relationship Executive

Industry Type

Recruitment Consulting / Staffing Services

Gender

Male

Job Country

India

Type of Job

Full Time

Work Location Type

Work from Office