Relationship Executive

QUBE INSTITUE - Job Details

Date of posting: 28 Jul 22Job Description

1. Acquire quality clients through networking, database, market intelligence, and references from existing clients.

2. Promote Focus Product of the month.

3. Conduct activities for Client Acquisition and Financial Planning.

4. Ensure compliance as per various regulator and organisation guidelines.

5. Maintain the brand image of the organisation.

6. It is direct sales profile so candidate should be able to acquire quality base HNI clients through networking, data base, market intelligence. And he/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence.

7. Building relationships with clients & educating them about Investments

8. Advising Clients based on Research Report.

9. Should possess good communication skills.

Job Type: Full-time

• Experience

  0 - 1 Years

• No. of Openings

  3

• Education

  Diploma

• Role

  Customer Relationship Executive

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  Female

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office