About the role
In this role, you will be responsible for building and maintaining strong client relationships while understanding their financial goals. You will assist in developing investment strategies and provide clients with personalized service. This position is ideal for individuals with a background in finance and a passion for customer relations.
Join a dynamic team that values client satisfaction and professional development. If you enjoy working directly with clients and have a knack for financial planning, this role is for you.
What you'll do
- Build and maintain client relationships
- Assist in developing investment strategies
- Provide personalized financial advice
- Monitor client portfolios
What you'll need
- Bachelor's degree in Finance or related field
- 2-4 years of experience in client management
- Strong interpersonal skills
Skills
Excellent communication skills
Ability to analyze financial data
Strong customer service skills
Good to have
Knowledge of investment products
Experience with CRM software
Benefits
- Performance bonuses
- Flexible working hours
- Professional development opportunities
Interested in this role?
It takes about two minutes. Free to apply — KijiJobs never asks candidates for money.
Client Relationship Executive jobs in other cities
Questions about this job
What are the main duties of a Client Relationship Executive?
You will manage client portfolios, develop investment strategies, and provide personalized service.
What qualifications are needed for this role?
Candidates should have at least 2 years of experience in finance or wealth management.
Is this position full-time or part-time?
This is a part-time position.
What is the expected salary?
The salary ranges from INR 20,000 to INR 35,000 monthly.
How do I apply for this position?
Click "Apply Now" on this page to apply through KijiJobs. KijiJobs is recruiting for this role on behalf of a client employer.
Listing last updated
Before you apply: career guides
Career Growth Strategies for Finance & Banking Professionals
2 min read · Career Advice
Current Trends and Future Outlook for Finance & Banking in India
2 min read · Industry Insights
Essential Job Search Tips for Finance & Banking Professionals in India
2 min read · Job Search Tips