Client Relationship Executives – Investment Service

Client Relationship Executives – Investment Service

  • Rajkot
  • January 28, 2025

Job Category -

JOB DESCRIPTION
  • Establish and maintain good client relationships by proactively communicating with them and responding promptly to their investment & insurance needs.
  • Maintaining accurate follow-up records for the ongoing conversations with clients and potential clients.
REQUIREMENTS
  • Basic understanding of financial products.
  • Excellent communication skills.
  • Prior experience preferred.

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