Client Relationship Executive Jobs in Ahmedabad - Techno Wise

Client Relationship Executive

·         Designation: Client Relationship Executive/ BDE Finance

·         Experience: 0-2 years

·         Location: Nehrunagar, Ahmedabad.

·         Qualification: BBA/BBM/PGDM/MBA in Finance Related Field

·         Key skills: Good Grasping Power, Communication skills, Presentation skills, Time Management, Hard Working, Computer Knowledge, Knowledge of Financial Products like mutual funds, corporate bonds,  govt. securities, debentures, etc

·         Gender: - Female 

·         Job Timings: 9:30 AM to 6:30 PM

·         Bond: 2 Years

·         Job Purpose: Job Purpose is to assist the organization's sales and growth efforts by contributing to new customer acquisition, provide ideas to attract new clients and keep the senior management updated about marketplace and

Main Responsibilities:

·         Make calls and fix up appointments with the potential clients

·         Data Mining for leads

·         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.

·         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 updating client portfolios.

·         Daily coordination with the team and feedbacks on every lead.

·         Have to work on targets