Operation Executive
Saumitra Bharatbhai TrivediFixed
₹17,500 - ₹18,000
Earning Potential
₹18,000
Fixed
₹17,500 - ₹18,000
Earning Potential
₹18,000
Work from Office
Full Time
Min. 6 months
Basic EnglishJob highlights
1 applicants
Job Description
Job Title: Client Relationship Executive
Job Profile:
1. Contacting clients and setting up new and review meetings
2. Conduct regular review meeting with the clients
3. Collection of all relevant data and documents from new clients for preparation of investment plans and executions of investments and insurances.
4. Understanding customer requirement and creation of a comprehensive Financial and investment plan for the customer by following our in-house tool, templates and software’s
5. Making the complete comprehensive financial and investment plan independently
6. Initiating Investment plan and documentation of all new clients as per onboarding procedures
7. Doing the Risk Profiling, matching risk appetite of all new clients
8. Presenting the financial plan to the customer and helping him understand his financial goals. Create a roadmap for the customer to achieve his financial goals.
9. Giving the financial plan for implementation and assisting in the same
10. Attend all client calls, handle all queries and complete any issues or discrepancies in financial and investment plan and implementation procedures.
11. Doing all research, selecting the right investments products like mutual funds (D) and insurance-related products
12. Monitor, Review and track the Investment plan of all the allocated clients and Analyse the customer’s current portfolio and advise clients to switch the nonperforming investment option to the performing one
13. Record and Send Minutes of the Meeting Report to all the Clients after each Meeting
14. Up selling & cross selling of the investment and insurance products as per clients needs and requirements
15. Collect references after the review meetings through our comments and testimonials form
Preferred Qualifications: Graduate – B Com, BFM, BBM, BFA, BFI, CFP, MBA
Required Knowledge:
➢ Computer Knowledge - Word, Excel, Power Point,
➢ Financial Markets Knowledge and
➢ Insurance and investment Products Knowledge
➢ Tax Knowledge etc.
➢ Basics of Economics’ Knowledge Required Skills:
Job role
Job requirements
About company
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The candidate should have completed Graduate degree and people who have 0.5 to 31 years are eligible to apply for this job. You can apply for more jobs in Ahmedabad to get hired quickly.
The candidate should have Basic English skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
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