
Client Relationship Executive
20 hours ago
**Job description**
**Client Acquisitions**
- Attend leads, calling clients to assess investing profiles and convert them into investments.
- Assist clients in completing KYC process, Auto SIP setup registration and related documentation.
- Regular Follow ups with smart leads management.
- Consult & give recommendation of mutual funds to the clients as per their investment objectives.
- Analyze, Build and Manage client’s portfolios
- Build and maintain the client base.
- Provide financial planning such as retirement planning, child’s education fund etc.
- Give updates about mutual funds and market news.
- Resolve profile related issues and coordinate with the other departments like Operations, Research Team and Tech Team
**Salary**: ₹16,000.00 - ₹20,000.00 per month
Location: Udaipur
**Salary**: ₹18,000.00 - ₹20,000.00 per month
Schedule:
- Day shift
Ability to commute/relocate:
- Udaipur, Rajasthan: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- client Relationship Executive: 1 year (preferred)
- Customer service: 1 year (preferred)
**Language**:
- English (preferred)
**Speak with the employer**
+91 9773320453
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