Job Description

Job Title:

Client Relationship Executive - Investment Services

Location:

Morbi

Number of Vacancies:

2

Job Summary

We are hiring Client Relationship Executives for a

field-based

role in investment services. The profile involves meeting clients, selling investment products, and building long-term client relationships. While initial client leads will be provided, candidates are also expected to independently generate new business.

Key Responsibilities

Conduct meetings with clients to understand their financial goals and recommend suitable investment products (such as mutual funds, insurance, etc.) Follow up with potential clients and maintain strong relationships with existing ones Achieve sales targets and contribute to business growth Identify and generate new leads through local networking and outreach Travel locally for client meetings and field activities

Requirements

Minimum Education: Graduate Experience: 1 to 2 years preferred (Freshers with excellent communication skills may also apply) Gender: Male Age: 24 to 35 years Must be a resident of Morbi Must own a two-wheeler with a valid driving license Language: Decent English and excellent Gujarati Strong communication skills and a presentable personality

Salary & Incentives

Salary: ?20,000 to ?22,000 per month Performance-based incentives

Working Hours

Monday to Friday: 9:00 AM to 7:00 PM (1-hour lunch break) Saturday: Half-day
Job Types: Full-time, Permanent

Pay: ₹20,000.00 - ₹22,000.00 per month

Schedule:

Day shift
Work Location: In person