Client Relationship Executive

Key Responsibilities:-

Client Relationship Management: Act as a primary point of contact, managing day-to-day inquiries, and maintaining high client satisfaction.

Documentation & Compliance: Ensure accurate completion of KYC (Know Your Customer) formalities, account openings, and legal documentation.

Credit Appraisal & Analysis: Assist in financial analysis, underwriting, and preparing credit proposals under the guidance of the Relationship Manager.

Sales & Portfolio Support: Identify cross-selling opportunities for asset/liability products, and support portfolio monitoring to maintain account health.

Administrative Support: Prepare meeting agendas, presentations, and update CRM databases