Client Relationship Executive (CRE)

Client Relationship Executive (CRE)

Location : Ernakulam Trivandrum

Salary : per month

Experience : 12 years (Banking / Financial Services / Insurance)

Qualification : Any Degree

This role does not involve sales targets or high-pressure sales environments. We prioritize a client-focused and consultative approach.

Responsibilities

• Handle client queries grievances & ensure quick resolution.
• Support clients with Capital / Stock Market-related services.
• Execute Depository Settlements & Delivery Instruction Slips.
• Process Demat & Dematerialization requests accurately.
• Conduct client onboarding and KYC verification as per regulatory guidelines.
• Communicate clearly & maintain strong client relationships.
• Ensure professionalism compliance & confidentiality.

Requirements

Required Skills : KYCDocumentation

Required Education : Degree Mandatory

Key Skills

Aeronautical,Anti Money Laundering,Attorney At Law,ABAP,Accident Investigation,Manufacturing

Employment Type : Full Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 20000 - 25000