Relationship Executive

5 days ago

South Tukoganj Indore Madhya Pradesh, India 7031b2ba-f964-4c20-b106-6d5600dce492 Full time ₹ 3,00,000 - ₹ 5,00,000 per year

Key Responsibilities:

  1. Client Relationship Management: Building and maintaining strong relationships with mapped clients, understanding their financial needs, and providing personalized investment advice.

  2. Investment Guidance: Analysing, investor needs and recommending Company's approved mutual fund options to help clients achieve their financial goals.

  3. Sales and Marketing: Promoting mutual fund products and services to potential clients and meeting sales targets.

  4. Portfolio Management: Monitoring and Reviewing clients' investment portfolios (Monthly/Quarterly/Half-yearly) to ensure optimal performance.

  5. Compliance and Reporting: Ensuring all transactions comply with regulatory requirements and preparing regular reports/MIS for clients and management and reporting as and when asked.

  6. Sales Growth: Identifying opportunities for upselling and cross selling and working towards achieving sales targets.

  7. Collaboration: Working closely with sales, marketing and other internal teams to enhance customer experience and drive business growth.

Customer Support: addressing and resolving client issues and complaints promptly to maintain trust and satisfaction.

Key Skills:

  • Communication: Excellent verbal and written communication skills to effectively interact with clients and internal teams.
  • Problem-Solving: Strong analytical and problem-solving skills to address client issues and improve service delivery.
  • Sales Acumen: Proficiency in sales techniques and a deep understanding of sales processes.
  • Customer Orientation: A strong focus on customer satisfaction and the ability to build lasting relationships.
  • Teamwork: Ability to work collaboratively with different departments to achieve common goals.

Typical Qualifications:

  • Education: A bachelor's degree in business administration, marketing, or a related field. Advanced degrees or certifications in sales or customer relationship management can be beneficial.
  • Experience: Previous experience in sales, customer service, or relationship management roles is often required.

Job Type: Full-time

Pay: ₹14, ₹25,000.00 per month

Benefits:

  • Cell phone reimbursement
  • Internet reimbursement
  • Leave encashment
  • Paid sick time
  • Paid time off

Work Location: In person

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