Customer Relationship Executive

5 days ago

Pune Maharashtra, India DirectusHR Services Full time

**About Company**

**Pms Bazaar**

Myalternates is India’s leading platform for Alternative Investments, trusted by over 600 Investors across the globe. Myalternates provides unbiased guidance and end-to-end investment support in Alternative Investments with industry experts and cutting-edge technology.Myalternates is powered by PMS Bazaar -, which enables access to over 300+ PMSs and 50+ AIFs from 150+ Portfolio Managers. With Myalternates, investors can access a wider range of alternative investment products, invest hassle-free, and monitor all their alternative investments from anywhere in a single dashboard.

**Job Role - Customer Relationship Executive**

Roles & Responsibilities:

- Contribute to sales performance and sales goals for the allocated territory
- Develop key relationships with new & existing investors to drive new business and keep them up to date.

Analyse, evaluate, and develop a tailored relationship strategy for each client.
- Coordinate with the operations team and assist clients in their investment journey.
- Actively assist and support marketing activities by working on events, summits, etc.
- Remain current on all aspects of the Alternative Investment industry and emerging products in this space.
- Proven track record in sales, especially in the financial services sector.
- Sound technical financial services knowledge
- Basic understanding of alternative investment products and ability to grasp new concepts and processes quickly
- Excellent communication skills (both written and verbal) and strong presentation skills (project plans, presentations, data mining, analysis)
- Fluency in both written and verbal English is mandatory
- Fluency in Hindi is preferred and additional languages would be a further asset.

Qualifications:
- experience as a customer relationship executive or any sales-related position in financial services (especially selling PMS- Portfolio Management Scheme and AIF- Alternative investment funds
- Relevant degree in Business Administration, Law, or Economics (Bachelor’s or Master’s Degree)

**Working days & Time**:Mon To Sat 10am to 6pm (Sat till 4.00 pm)

**1)What is the profile Customer Relationship Executive?**

Develop key relationships with new & existing investors to drive new business and keep them up to date.

**2)What would be the salary structure?**

As per We are open to negotiations and it will be as per the industry standards. But I can assure you that we will offer you competitive compensation.

**3)Who is taking interviews?**

CEO of the company

**4)To whom does this position report?**

You will conveyed at time of interview.

**4)Employees of the Company?**

400+ Employees working with us.

Thanks & Regards,

Naina

DirectusHR Services

Thane

8319348037

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

Pay: ₹10,394.66 - ₹30,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Provident Fund

Schedule:

- Day shift

**Language**:

- English (preferred)

Work Location: In person

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