Relationship Executive
3 days ago
Key Responsibilities
- Build and manage strong relationships with clients.
- Provide client servicing including account opening, KYC updates, modifications, and closure requests.
- Share reports with clients such as **PNL reports, invoices, ledgers, and statements** as required.
- Generate new leads, explain stock broking services, and facilitate **account opening**.
- Visit client locations for **collection of KYC forms, documents, and other requirements**.
- Coordinate with internal teams to ensure smooth and timely client servicing.
- **Education**: Graduate in any discipline (Commerce/Finance preferred).
- **Languages**: Proficiency in **Gujarati and English** is preferred.
- **Skills**:
- Strong communication and interpersonal skills.
- Basic knowledge of stock markets / trading platforms will be an advantage.
- Ability to provide client support and explain processes clearly.
- Good organizational, documentation, and reporting skills.
- Willingness to visit clients as required.
**Benefits**:
- Competitive salary based on experience.
- Growth opportunities within the organization.
- Supportive and professional work environment.
**Job Types**: Full-time, Permanent
Pay: ₹10,000.00 - ₹20,000.00 per month
**Education**:
- Higher Secondary(12th Pass) (preferred)
**Language**:
- Gujarati (preferred)
- English (preferred)
License/Certification:
- Driving Licence (required)
Willingness to travel:
- 25% (preferred)
Work Location: In person
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