Client Relationship Executive – Investment Services

Job Description:

Designation: Client Relationship Executive – Investment Services

• Location: Rajkot
• Posts Work Profile: client meeting and selling of investment products.
• Salary:- + Incentive Experience: 1 to 2 years & fresher can also apply.
• Education: Graduate min.
• Working hours: 09:00 to 07:00 & 1hr Lunch break Monday to Friday & Half Day for Saturday.
• Gender: Male Age bar: 23 to 30
  
  
  
  
  

Job Summary:

We are looking for a dynamic and client-focused Client Relationship Executive to join our Investment Services team in Rajkot. The ideal candidate will be responsible for managing client relationships, understanding their investment needs, and offering suitable financial products. This role requires strong communication skills and a passion for sales in the financial services domain.

Key Responsibilities:

• Meet with prospective and existing clients to understand their investment goals

• Recommend suitable investment products (mutual funds, bonds, equities, etc.) based on client profiles

• Achieve sales targets through effective relationship building and product promotion

• Maintain strong client relationships to drive repeat business and referrals

• Provide market updates and investment advice to clients regularly

• Ensure complete documentation and compliance with regulatory guidelines

• Collaborate with internal teams to ensure smooth client onboarding and service delivery

 
Requirements:  Good English communication skills.  Presentable Personality.  Own a vehicle for local travel.