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Ashutosh Financial Services Pvt. Ltd.

Client Relationship Executive

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

Job Description

Enthusiastic client relationship executive adept at developing and executing implementation plans and creating solid relationships with clients.

Responsibilities

  • Proactively engage with NRI clients to understand and address their investment, insurance, and tax compliance needs in a timely manner.
  • Coordinate with the head office to facilitate seamless exchange of documents pertaining to services for NRI clients.
  • Maintain accurate records of follow-up communications with both existing NRI clients and potential NRI clients.
  • Collaborate closely with management and reporting officers to ensure alignment with NRI-focused business tasks.
  • Travel to outstation locations as necessary for client meetings and to the head office for NRI-related coordination.
  • Provide support for management activities and actively contribute to the development and execution of NRI-specific business strategies.

Qualifications

  • 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.
  • Decent communication skills.

Location: Mumbai, Maharashtra, India

More Info

Industry:Other

Function:Finance

Job Type:Permanent Job

Date Posted: 28/05/2024

Job ID: 80162197

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