Client Account Executive

2 days ago

Bhatar Surat Gujarat, India Jainam Broking Limited Full time

**Key Responsibilities**:
**Account Management**
- Monitor and manage client accounts to ensure accurate processing of transactions and account activities.
- Regularly review and manage client portfolios, providing recommendations for adjustments based on market trends and client objectives.

**Compliance and Risk Management**
- Ensure all client activities adhere to regulatory requirements and internal compliance standards.
- Proactively identify and address potential risks or compliance issues related to client accounts.

**Communication and Coordination**
- Collaborate with internal departments (e.g., trading, compliance, back-office) to address client needs and resolve issues efficiently.

**Performance Reporting**
- Prepare and deliver monthly or quarterly reports detailing account performance, offering insights and recommendations for improvement.

**Confidentiality and Data Protection**:

- **Confidentiality Agreement**: Maintain strict confidentiality of client information, ensuring it is securely managed and protected.
- **Data Protection Compliance**: Adhere to all applicable data protection laws and regulations, implementing best practices for safeguarding sensitive data.

**Required Skills and Qualifications**:
**Proficiency in MS Office**: Strong working knowledge of Excel and Word.

**Attention to Detail**: Exceptional accuracy in handling data and client accounts.

**Organizational Skills**: Strong ability to manage time and prioritize tasks effectively.

**Confidentiality**: Capability to handle sensitive information securely and responsibly.

**Communication Skills**: Excellent verbal and written communication abilities.

**Leadership Qualities**: Proven ability to lead and inspire a team toward achieving objectives.

**Experience**: Prior experience in account management or a related field is required.

**Job Types**: Full-time, Permanent

Pay: ₹16,000.00 - ₹25,000.00 per month

**Benefits**:

- Health insurance
- Leave encashment
- Paid sick time
- Paid time off
- Provident Fund

Schedule:

- Day shift

Supplemental Pay:

- Yearly bonus

Work Location: In person

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