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As a Client Relationship Executive

2 weeks ago

Gurugram Haryana, India UNIFIED CAPITAL INVESTMENT Full time

s a Client Relationship Executive, your primary role is to cultivate and maintain strong, long-term relationships with clients to ensure their satisfaction and retention. You will serve as a primary connect for clients, understanding their needs, addressing concerns and providing solutions to enhance their experience with the organization.
- Client Interaction, Onboarding, engagement and support
- Portfolio Support
- Financial Planning Assistance
- Needs assessment and issue resolution
- Documentation
- Relationship Building
- Cross functional collaboration
- Compliance and Regulatory Adherence

**Salary**: ₹20,000.00 - ₹35,808.80 per month

Schedule:

- Day shift

**Experience**:

- Expert: 1 year (preferred)
- Customer service: 1 year (preferred)

**Language**:

- English (preferred)

Work Location: In person