Client Relationship
2 days ago
**Designation: Client Relationship & Financial Planning Executive**
**Responsibilities**:
- Business development and sales in HNI segment for financial products
- Customer acquisition and existing customer management
- Networking to generate leads
- Working with the digital marketing team
- Portfolio management for mapped clients
- Revenue generations and fee collection
- Executing customer events and financial sessions with institutions
- Organising customer events
- Making presentations and pitchs
- Customer development according to KRA
- Fixing appointments with institutions for seminars
- Telecalling the relevant data base
- Meeting audit parameters for company
**Job Types**: Full-time, Permanent
**Salary**: ₹12,000.00 - ₹25,000.00 per month
Schedule:
- Day shift
- Monday to Friday
Supplemental pay types:
- Performance bonus
- Quarterly bonus
Application Question(s):
- Finance knowledge with B.Com, BBA, BA Economics preferred
- Financial knowledge, Capital market knowledge preferred
- Sales and relationship skills, Leadership skills preferred
**Language**:
- English Fluently and having good communication skills (required)
**Speak with the employer**
+91 8129188854
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