Job Description

Role Overview

The Associate Relationship Executive will be responsible for supporting client relationship activities, assisting RMs, handling client queries, and ensuring smooth execution of sales and service processes. The role involves coordination, documentation, client servicing, and basic financial product understanding.

Key Responsibilities

Client Relationship Management

Assist Relationship Manager in managing and servicing client accounts. Handle client queries through phone, email, and in person. Provide timely support and ensure client satisfaction. Maintain regular follow-ups with clients for documentation and service-related requirements.

Sales Support & Coordination

Support the RM in client onboarding and profiling. Assist in preparing financial proposals / investment forms / service requests. Coordinate with internal teams for processing client transactions. Schedule client meetings, calls, and reviews as required.

Skills & Competencies Required

Good communication and interpersonal skills Basic knowledge of financial products (or willingness to learn) Strong follow-up and coordination ability Attention to detail and accuracy Good command of MS Office (Excel, Word, Email) Customer service mindset Ability to multitask and work under minimal supervision

Education & Experience

Graduation is mandatory

0-2 years of experience in client servicing, sales support, or administrative roles (freshers with good communication may apply) Experience in finance domain will be an added advantage
Job Type: Full-time

Pay: ₹15,000.00 - ₹20,000.00 per month

Benefits:

Cell phone reimbursement Health insurance Provident Fund
Work Location: In person