Client Relationship Executive Female 12th Pass Jobs in Indore

Call for customer and convince to open account in our branch

Job descriptions can vary depending on the specific role within a brokerage firm, but here's a general description of some common positions:Stockbroker/Financial Advisor:Responsibilities:Provide financial advice to clients and recommend investment products.Execute trades on behalf of clients.Monitor and analyze market trends.Build and maintain client relationships.Stay informed about financial markets and products.Research Analyst:Responsibilities:Conduct financial research and analysis.Provide insights on market trends and investment opportunities.Prepare reports and presentations for clients and internal use.Stay updated on economic and industry developments.Operations Specialist:Responsibilities:Manage trade settlements and confirmations.Ensure compliance with regulatory requirements.Handle account maintenance and documentation.Collaborate with other departments to facilitate smooth operations.Compliance Officer:Responsibilities:Monitor and enforce compliance with financial regulations.Develop and implement compliance policies and procedures.Conduct internal audits and reviews.Stay informed about changes in regulatory requirements.Customer Service Representative:Responsibilities:Assist clients with account inquiries and problem resolution.Provide information about products and services.Process account transactions and updates.Handle customer inquiries via phone, email, or in-person.Risk Manager:Responsibilities:Identify and assess potential risks to the firm.Develop and implement risk management strategies.Monitor and report on risk exposure.Collaborate with other departments to mitigate risks.

A client acquisition executive's job is to acquire new clients and maintain relationships with them. To ensure systematic follow-up with the client organizations to take the sales pitch to time-bound closure. To be an interface between the customer and internal support teams to ensure that the customer receives the best possible service from the company.Client acquisition executives should have good communication and presentation skills, and be proactive, self-starters, and target-oriented. They should also have strong networking and relationship-building skills. Prospecting: Using sales and marketing techniques to find new clients, such as networking, cold calling, and referrals Building relationships: Maintaining strong relationships with clients to understand their needs and provide tailored solutions Presenting: Setting up and delivering sales presentations and product demonstrations Following up: Ensuring that sales pitches are closed in a timely manner Communicating: Providing regular updates to their superior and acting as an interface between customers and internal support teams Meeting targets: Meeting and exceeding sales targets and performance metrics Staying informed: Keeping up with market trends, economic indicators, and geopolitical events Collaborating: Working with research and analysis teams to develop market insights and trading strategies

Job Title: Client Relationship Executive (Freshers)Company: Mandot SecuritiesLocation: IndoreJob Type: Full-timeJob Description:As a Client Relationship Executive at Mandot Securities, you will be at the forefront of delivering exceptional service to our clients while building lasting relationships. This entry-level position is perfect for individuals eager to kickstart their career in the financial services industry. You will receive comprehensive training and mentorship to excel in this role and grow within the organization.Key Responsibilities:Client Onboarding and Engagement:Assist in the onboarding process for new clients, including account opening procedures and documentation.Welcome clients and provide them with an overview of our services and offerings.Act as the primary point of contact for clients, addressing inquiries and resolving issues promptly and professionally.Relationship Building:Develop and nurture relationships with clients to understand their financial goals, needs, and preferences.Proactively reach out to clients to provide support, updates, and personalized recommendations.Identify opportunities to deepen client engagement and promote additional services.Administrative Support:Maintain accurate client records and documentation in compliance with regulatory requirements.Assist in preparing reports, presentations, and correspondence for clients and management.Collaborate with internal teams to ensure seamless service delivery and client satisfaction.Market Research and Analysis:Stay informed about market trends, economic developments, and industry insights.Assist senior team members in conducting research and analysis to support client recommendations.Contribute ideas and insights to enhance our service offerings and client experience.

About SGS Consulting:SGS Technical Services Pvt. Ltd. ( known as SGS Consulting) is US Staffing firm headquartered in New Jersey since 1997, serving diverse Fortune 1000 clientele for their Contingent Workforce requirement. We are an Equal Opportunity Employer and prides itself as an employee centric organization that considers an ensemble of all employee satisfaction elements crucial to organizational and employee growth. At SGS we combine technology with strategy and aim to deliver results today that endure tomorrow. Job Role: Client Relationship Group (CRG)/ Client Relationship ExecutiveJob Location: Indore Job Type: Work From OfficeEqual Opportunity Provider: We welcome & encourage both Female & Male candidates to work with us.Shift Timing: US Time Zone (Night Shift) For Male Candidate: Any time between 6:00 PM IST to 6:00 AM IST actual shift would be allotted as per the business requirement. For Female Candidates: 8:00 PM to 5:30 (Fixed Shift)Roles & Responsibilities: Responsible for maintaining the relationship with existing clients of SGS in USA. Will work as bridge between SGS internal Team and the clients of SGS. Would be responsible for all the interactions with clients via emails and calls. Co-ordination between the prospective clients and various departments in SGS. Needs to maintain variety of data on different transactions with client. Reports to Management about the work performed daily. Accountable for getting the work completed following the SLAs and TATs of SGS. Requirements: Must have Excellent Communication skills. Self-starter, motivated and detailed/results oriented. Strong organizational skills. Good Team player.

ield Work: Connect To Different Organizations & Get The Investment Seminar Appointments For Their Employees Or Management. Making Data Of Attendees & Follow Up With ThemMostly, In First Half Of The DayExisting Clients Query SolvingExisting Clients Portfolio Reviews Follow Up & Setting Call With ThemSubmitting Physical Forms (If Any) To Different Offices