Client Relationship Executive
Ashutosh Financial Services Pvt. Ltd.
Client Relationship Executive
Ashutosh Financial Services Pvt. Ltd.
Sadar, Rajkot
₹20,000 - ₹25,000 monthly*
Fixed
₹20000 - ₹22000
Average Incentives*
₹3,000
Earning Potential
₹25,000
You can earn more incentive if you perform well
Work from Office
Full Time
Any experience
Basic English
Job Details
Interview Details
Job highlights
Urgently hiring
Fast HR reply
45 applicants
Job Description
- Visit clients for discussions related to all investment products (Mutual Funds, Bonds, NCDs, Unlisted Stocks, FDs, PMS, AIFs, Foreign Equity, etc.).
- Maintain strong client relationships through regular and scheduled follow-ups.
- Coordinate with clients to collect required investment documents and submit them to Operations; coordinate with Research for product suggestion matters.
- Update client follow-up records and report status to GM – Investment Services and MD.
- Ensure timely and accurate completion of assigned responsibilities.
- Carry out any additional tasks assigned by management.
Job role
Work location
Streling Appartment, Opposite Mahatma Gandhi Museum, Jawahar Road, , Rajkot, Gujarat, India Sadar, Rajkot
Department
Sales & BD
Role / Category
Field Sales
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Any experience
Education
Graduate
Skills
Sales, B2C sales, Communication, English proficiency
English level
Basic English
Regional language
Fluent in speaking Gujarati
Assets
Two-wheeler Vehicle, Two Wheeler Driving License
Degree/ Specialisation
Any MBA(executive), Any B.Com (Hons.), Any M.Com, Any BMS, Any BBA, Any MBA, Any B.Com, Any BBA (Hons.) (Atleast one)
Age limit
22 - 45 years
Gender
Male
About company
Name
Ashutosh Financial Services Pvt. Ltd.
Address
Streling Appartment, Opposite Mahatma Gandhi Museum, Jawahar Road, , Rajkot, Gujarat, India Sadar, Rajkot
Job posted by Ashutosh Financial Services Pvt. Ltd.
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