Relationship Executive

2 weeks ago

Ahmedabad, India White Ocean Investment Services LLP Full time

**Job Title**:Relationship Executive

**Location **Ahmedabad

**Work Experience**:1 year - 2 years.

**No. of Vacancy: 2**

**Qualification**:Graduate/Post Graduate

**Gender**:Male / Female

**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

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

**Salary**: ₹15,000.00 - ₹25,000.00 per month

**Benefits**:

- Leave encashment
- Paid sick time

Schedule:

- Day shift

Ability to commute/relocate:

- Ahmedabad - 380015, Gujarat: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**

+91-XXXXXXXXXX

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