Customer Relationship Executive

2 weeks ago

Palghat, India Athachi Finserv Full time

Job Overview

As a Customer Relationship Executive specializing in the stock market, play a crucial role in fostering strong client relationships and ensuring optimal satisfaction within the dynamic realm of stock market investments. This position involves proactive client engagement, issue resolution, and collaboration with internal teams to navigate the intricacies of the stock market. The Customer Relationship Executive is instrumental in enhancing client experiences, driving retention, and contributing to the overall success of the organization in the stock market domain.

Key Responsibilities **Act as the primary liaison between clients and the organization, providing personalized support and guidance in navigating the complexities of the stock market. ** Understand and address clients' investment goals, risk appetite, and preferences **Deliver timely and relevant updates on stock market trends, financial news, and investment opportunities to clients.**

Conduct educational sessions to empower clients with knowledge about stock market dynamics and investment strategies.

**Proactively identify and resolve client concerns related to stock trading, investment portfolios, and market fluctuations ** Collaborate with stock market analysts and support teams to ensure swift issue resolution.

**Facilitate the seamless onboarding of clients entering the stock market, guiding them through account setup, trading platforms, and investment options. ** Ensure clients have a comprehensive understanding of the stock market environment.

**Collaborate with stock market analysts, financial advisors, and internal teams to align client needs with market trends and investment strategies. ** Facilitate effective communication between clients and various financial services departments.

**Implement strategies to enhance client retention and loyalty in the competitive stock market landscape. ** Identify opportunities for cross-selling or upselling financial products and services based on client needs.

**Maintain meticulous records of client interactions, stock market-related feedback, and service data. ** Generate reports on client satisfaction, stock market trends, and portfolio performance.

Qualifications **Bachelor’s degree in finance, Economics, Business, or a related field ** Proven experience in a customer-facing role within the financial industry, with a focus on stock market operations.

**Strong communication and interpersonal skills. Experience ** Professional Experience **Stock Market Knowledge**

Client Relationship Management**:Issue Resolution in Stock Trading ** Client Onboarding in Financial Markets

**Cross-functional Collaboration ** Client Retention Strategies **Documentation and Reporting ** Regulatory Compliance Awareness

**Salary**: ₹9,824.62 - ₹26,429.53 per month

Schedule:

- Day shift

**Experience**:

- total work: 3 years (preferred)

**Language**:

- English (preferred)

Ability to Commute:

- Palakkad, Kerala (preferred)

Ability to Relocate:

- Palakkad, Kerala: Relocate before starting work (required)

Work Location: In person

**Speak with the employer**

+91 7994443168

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