Client Relationship Executive

Godel Consulting; Pune District; Vor Ort; INR 600.000 - 900.000; Vollzeit

Zusammenfassung

Godel Consulting in Pune seeks a Client Relationship Manager with 2-5 years in financial services to nurture and grow relationships with clients across equity broking, wealth management, PMS, and alternative investments.

You will collaborate with internal teams to deliver tailored solutions, understand client needs, and ensure high satisfaction and retention. Strong communication and knowledge of capital markets are essential.

Qualifikationen

• 2–5 years of experience in Client Relationship Management or Key Account Management in Financial Services.
• Strong knowledge of Capital Markets/ Stock Market/ Wealth Management/ Broking/ Sales/ Shares/ Alternative Investments.
• Excellent communication skills with ability to build strong relationships with clients at all levels.
• Bachelor's degree in any specialization (e.g., B.B.A. / B.M.S.).

Aufgaben

• Collaborate with internal teams to deliver exceptional service delivery, including equity broking, mutual funds sales, wealth management services, portfolio management services (PMS), alternative investments, KYC verification, onboarding processes.
• Develop and maintain a deep understanding of clients' needs, preferences, and expectations to provide tailored solutions.
• Manage client relationships through effective communication, ensuring high levels of satisfaction and retention.
• Analyze market trends and competitor activity to stay ahead in the industry.

Kenntnisse

CRM

Key Account

Capital Markets

Wealth Management

Communication

Ausbildung

Bachelor's degree

Jobbeschreibung

Roles and Responsibilities

• Collaborate with internal teams to deliver exceptional service delivery, including equity broking, mutual funds sales, wealth management services, portfolio management services (PMS), alternative investments, KYC verification, onboarding processes.


• Develop and maintain a deep understanding of clients' needs, preferences, and expectations to provide tailored solutions.


• Manage client relationships through effective communication, ensuring high levels of satisfaction and retention.


• Analyze market trends and competitor activity to stay ahead in the industry.

Desired Candidate Profile

• 2-5 years of experience in Client Relationship Management or Key Account Management in Financial Services sector.


• Strong knowledge of Capital Markets/ Stock Market/ Wealth Management/ Broking/ Sales/ Shares/ Alternative Investments etc. .


• Excellent communication skills with ability to build strong relationships with clients at all levels.


• Bachelor's degree in any specialization (e.g., B.B.A. / B.M.S.).