Client Relationship Executive (CRE)

Client Relationship Executive - Male

Location : Calicut

Fluent in English with strong communication and interpersonal skills.

Experience : 1-2 years in Banking or Financial Services

Qualification : Graduation Mandatory

Salary Range : 20000 to 25000 per month

Male Candidates Only

Responsibilities :

1. Client Relationship Management :

Build and maintain strong relationships with clients leveraging 1-2 years of prior experience.

Act as the primary point of contact for client inquiries addressing concerns and providing timely and accurate information.

Collaborate with internal teams to ensure client needs are met effectively.

2. Front Office Operations :

Manage front office operations including handling incoming calls emails and walk-in clients.

Maintain a professional and welcoming atmosphere in the reception area.

Coordinate and schedule client meetings and appointments.

3. Mutual Fund Knowledge :

Possess a deep understanding of mutual funds and other investment products.

Provide clients with information and guidance on mutual fund options leveraging 1-2 years of experience.

Stay updated on market trends and investment strategies.

4. Communication Skills :

Demonstrate excellent communication skills both written and verbal.

Conduct client presentations and effectively communicate complex financial concepts in a clear and understandable manner.

Assist clients in completing necessary documentation and forms.

5. Professionalism :

Maintain a high level of professionalism and confidentiality in all client interactions.

Uphold company values and adhere to compliance standards and regulations.

Additional Note :

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

Requirements

• Proven 1-2 years of experience in client relationship management in banking or financial services
• Bachelors degree in finance business or a related field.
• Fluent in English with strong communication and interpersonal skills.
• Knowledge of mutual funds and broader financial markets.
• Pleasant demeanor and the ability to create a positive client experience.

Required Skills : Bachelors degree

Required Education : Any Graduation

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