Relationship Executive

Hiring: Relationship Executive

Experience: 0–3 Years | Freshers can apply

One of our clients is looking for a Relationship Executive to build strong investor relationships, provide financial product information, and support business growth through client acquisition and personalized investment solutions.

Key Responsibilities

• Engage with investors through phone calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures.
• Understand clients financial goals and recommend suitable investment solutions.
• Build and maintain strong client relationships to improve satisfaction, retention, and loyalty.
• Stay updated on market trends, financial products, and investment opportunities.
• Generate leads and follow up with prospective clients to drive business growth.
• Acquire new clients through referrals, networking, and community outreach.
• Coordinate with clients for documentation and provide support throughout the investment process.
• Conduct client visits when required for documentation completion.

Required Skills

• Client Relationship Management
• Investment Advisory
• Financial Product Knowledge
• Strong verbal communication and interpersonal skills
• Customer service and sales techniques
• Lead generation and networking
• Time management and digital literacy
• Basic understanding of financial markets and investment products

Qualifications

• Graduate in any stream.
• Freshers are welcome to apply.
• Candidates with up to 3 years of relevant experience are preferred.
• An interest in financial services, investments, and client-facing roles is an advantage.

Work Schedule

• Working Days: Monday to Saturday for the first 6 months.
• After 6 Months: Alternate Saturdays off.
• Client visits may be required depending on business needs.