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**:1

**Qualification**:Graduate/Post Graduate

**Gender**:Male / Female

Job Purpose is to assist the organization's sales and growth efforts by contributing to new customer acquisition, provide ideas to attract new clients and keep the senior management updated about marketplace and competitor activity.

**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 - ₹35,000.00 per month

**Benefits**:

- Paid sick time

Schedule:

- Day shift

**Speak with the employer**

+91-XXXXXXXXXX

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