Client Relationship Executive
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
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
Preparing or interpreting
financial document summaries, investment performance reports and income
projections for clients.
Managing and updating client
Daily coordination with the team
and feedbacks on every lead.
Have to work on targets