Relationship Executive
Year Ahmedabad, Gujarat, India
Job Description
Job Title: Relationship ExecutiveLocation AhmedabadWork Experience: Fresher / Experience(1 Year - 2 Year)Qualification: Graduate/Post GraduateNo. of Vacancy: 1Main Responsibilities:
- Fix up appointments with the potential clients.
- Should be able to convert the leads / call the clients on a regular basis.
- Attending new inquiries and talking to potential clients to determine their expenses, income, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- Data mining for leads.
- Advising strategies for clients in investment planning, cash management, and other areas to help them reach financial objectives.
- Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
- Managing and periodical review of client's portfolio
- Daily coordination with the team and feedbacks on every lead.
- Have to work on targets.
- Good Communication Skills in Gujarat, Hindi, and English
- Good Convincing Power
- Hard working
- Knowledge of Financial Products like mutual funds, corporates bonds, govt. securities, debentures, etc
- Computer Knowledge
- Day shift
+91 9904103644
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Job Detail
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Job IdJD2856754
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationAhmedabad, Gujarat, India
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EducationNot mentioned
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ExperienceYear