Relationship Executive

1 week ago

Ahmedabad, India White Ocean Investment Services LLP Full time

**Job Title**:Relationship Executive

**Location **Ahmedabad

**Work Experience**:Fresher / Experience(1 Year - 2 Year)

**Qualification**:Graduate/Post Graduate

**No. of Vacancy**:1

**Main Responsibilities**:

- Fix up appointments with the potential clients.
- Should be able to convert the leads / call the clients on a regular basis.
- Attending new inquiries and talking to potential clients to determine their expenses, income, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- Data mining for leads.
- Advising strategies for clients in investment planning, cash management, and other areas to help them reach financial objectives.
- Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
- Managing and periodical review of client’s portfolio
- Daily coordination with the team and feedbacks on every lead.
- Have to work on targets.

**Skills Required**:

- Good Communication Skills in Gujarat, Hindi, and English
- Good Convincing Power
- Hard working
- **Knowledge of Financial Products** like mutual funds, corporates bonds, govt. securities, debentures, etc
- Computer Knowledge

**Salary**: ₹20,000.00 - ₹30,000.00 per month

Jadwal:

- Day shift

**Speak with the employer**

+91-XXXXXXXXXX

  • Customer Relationship Executive

    2 weeks ago

    Ahmedabad, Gujarat, India Vitana Full time US$ 60,000 - US$ 1,20,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Customer Relationship Executive located in Lucknow. The Customer Relationship Executive will be responsible for maintaining and enhancing client relationships, ensuring customer satisfaction, and managing business relationships. The role involves daily...

  • Relationship Executive

    3 days ago

    Ahmedabad, India Engage Experts International Full time

    Job Title: Relationship Executive – General Insurance Department: Sales Location: Ahmedabad, Himmatnagar, Baroda, Gandhidham, and Surat Office Timing:Monday to Friday: (9:30 AM – 6:30 PM) Saturday: (9:30 AM – 3:00 PM) Overview: We are hiring Relationship Executive to join our growing General Insurance sales team. This role involves new client...

  • Customer Relationship Executive

    3 days ago

    Ahmedabad, India Volvo Autobots Full time

    Company Description Volvo Autobots aims to be the world's most progressive and desired premium car brand. Our vision focuses on making life less complicated for people and reinforcing our commitment to safety, quality, and the environment. We drive global success through a strong dedication to these core values. Role Description This is a full-time on-site...

  • Relationship Executive

    1 week ago

    Ahmedabad, Gujarat, India career mosaic Pvt Ltd Full time

    **JD - Relationship Management Executive**: 2. The primary emphasis of the role is on fostering strong relationships with Agents and promptly addressing their queries and concerns. 3. Additionally, Manage and upkeep of essential data to guarantee operational accuracy and efficiency. 4. Ensuring smooth communication channels and effective relationship...

  • Customer Relationship Executive

    4 days ago

    Ahmedabad, India Panacea Healthcare Management Full time

    Designation : Customer relationship executive Location : Ahmedabad, Gujarat No. of Position : 6 Education : Any Graduate - Diploma Experience : At least 2 year in Call centers Salary - 20k to 25k **Speak with the employer** +91 9904808833

  • Area Relationship Executive

    3 days ago

    Ahmedabad, India MNR solutions pvt Full time

    Position: Area Relationship ExecutiveLocation: AhmedabadExperience Level: Minimum 1 YearSalary: Up to 5 LPAIndustry: FMCG Key Responsibilities :- Conduct marketing surveys and gather local market insights to improve sales and customer experience. Visit residential societies and local areas to promote BigBasket's subscription model and onboard new customers....

  • Guest Relationship Executive

    1 week ago

    Ahmedabad, India MoSahay Full time

    Job Description - Guest Relation Executive - Handling the POS system and billing at the desk/TAB. - Familiarizing clients with our offers. - Handle Events. - Pro-actively upselling. - Handle Clients queries and requests. - Assisting and briefing Packages. **Salary**: ₹22,000.00 - ₹25,000.00 per month **Benefits**: - Provident Fund Schedule: - Day...

  • Area Relationship Executive

    2 weeks ago

    Ahmedabad, Gujarat, India MNR solutions pvt Full time ₹ 4,50,000 - ₹ 5,50,000 per year

    Position: Area Relationship ExecutiveLocation: AhmedabadExperience Level: Minimum 1 YearSalary: Up to 5 LPAIndustry: FMCGKey Responsibilities :-Conduct marketing surveys and gather local market insights to improve sales and customer experience.Visit residential societies and local areas to promote BigBasket's subscription model and onboard new...

  • Customer Relationship Executive

    4 days ago

    Ahmedabad, India Medipharma Konnect Full time

    Designation : Customer relationship executive Location : Ahmedabad, Gujarat Education : Any Graduate - Diploma Experience : At least 2 year in Call centers in bound &outbound calling Salary - 20k to 25k **Salary**: Up to ₹25,000.00 per month Schedule: - Day shift - Rotational shift **Speak with the employer** +91 9773169552

  • Relationship Manager, Relationship Officer, Customer Service Executive

    3 days ago

    Ahmedabad, India Unity Small Finance Bank Full time

    Role & responsibilities Relationship Manager Relationship Officer Customer Service Executive Preferred candidate profile Minimum Graduate 1 to 5 years of experience in Banking Liability Sales Inclination Towards Sales