
Client Relationship Executive
2 days ago
Responsibilities
- Proactively engage with NRI clients to understand and address their investment, insurance, and tax compliance needs in a timely manner.
- Coordinate with the head office to facilitate seamless exchange of documents pertaining to services for NRI clients.
- Maintain accurate records of follow-up communications with both existing NRI clients and potential NRI clients.
- Collaborate closely with management and reporting officers to ensure alignment with NRI-focused business tasks.
- Travel to outstation locations as necessary for client meetings and to the head office for NRI-related coordination.
- Provide support for management activities and actively contribute to the development and execution of NRI-specific business strategies.
**Job Types**: Full-time, Permanent
Pay: ₹30,000.00 - ₹35,000.00 per month
**Benefits**:
- Leave encashment
Supplemental Pay:
- Performance bonus
- Quarterly bonus
Application Question(s):
- Are you presently residing in Ahmedabad?
**Language**:
- English (required)
Work Location: In person
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