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Ashutosh Financial Services Pvt. Ltd.

Client Relationship Executive

Early Applicant
  • 5 months ago
  • Be among the first 50 applicants

Job Description

Dedicated client relationship executive who is proficient at establishing and maintaining strong client relationships.

Key Responsibilities:

  1. Establish and maintain good client relationships by being proactive in your communication with them and prompt in responding to their investment, insurance, and tax compliance needs.
  2. Coordinating with the head office to provide a seamless exchange of documents regarding the services that the client has confirmed.
  3. Maintaining accurate follow-up records for the ongoing conversations with clients and potential clients.
  4. working under the guidance of management and the reporting officer, coordinating with them on regular business tasks.
  5. Travelling to outstation location for client coordination and head office on need basis.
  6. Supporting management activities and working in accordance with business development responsibilities and strategies.
  7. Ability to work collaboratively in a fast-paced environment.

Qualifications:

  1. Bachelor's Degree or above in commerce, Business Administration, Marketing, or other related fields With at least 1-year working experience in corporate environment is preferred.
  2. Decent English communication skills and interpersonal skills.

More Info

Industry:Other

Function:Finance

Job Type:Permanent Job

Date Posted: 27/06/2024

Job ID: 83219949

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