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Client Relationship Executive (CRE)
Client Relationship Executive (CRE)ADVENXA • Ernakulam, Kerala, India
Client Relationship Executive (CRE)

Client Relationship Executive (CRE)

ADVENXA • Ernakulam, Kerala, India
25 days ago
Job description

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

  • strong communication & interpersonal skills.
  • Good understanding of Capital / Stock Markets & investment products.
  • Pleasant personality with a client-first consultative approach.
  • 12 years experience in Client Relationship Management.
  • 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

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    Client Relationship Executive • Ernakulam, Kerala, India