Client Relationship Executive Female Graduate Jobs in Rajkot

A Client Relationship Executive is responsible for building and maintaining strong relationships with clients to ensure satisfaction, loyalty, and business growth. They act as the main point of contact between the company and its clients, addressing concerns, identifying business opportunities, and ensuring high-quality service delivery.

Attending Clients visiting office with respect to Investment related to:o Mutual Funds.o Tax Free Bonds, Non-Convertible Debentures (NCD), Perpetual Bonds, Corporate Bonds, Sovereign Gold Bonds.o IPO o Unlisted stockso Fixed deposito Portfolio Management Services Equity PMS & RE-PMS.o Investment in AIF (Alternative Investment Fund)o Investment in Foreign Equity. Taking follow-ups and maintaining relationship with regular clients on regular bases or defined frequencies. Reporting the status of RM performance. Taking timely follow-up with Clients on regular or defined frequencies. To coordinate with Client collecting the documents related to Investments from Clients and handover to Operations Dept. for submission processing and also coordinate with Research Dept. for Suggestion related matters. Updating the follow-up records related to Clients status and reporting to GM Investment Services and MD for the same. To collect all documents day wise related to investment from all RMs & issue to operation department time to time for processing. Responsible and authorize to fulfill the responsibility assigned. To do all the further tasks assigned by the managemen