Associate Relationship Executive

We are looking for a proactive and client-oriented Associate Relationship Officer to support the Relationship Manager in managing client relationships and providing smooth service to clients. The role involves assisting in client meetings, coordinating client requirements, maintaining documentation, and ensuring timely follow-up and execution of client-related activities.

Key Responsibilities

• Assist the Relationship Manager (RM) in managing and servicing existing clients.
• Accompany the RM for client meetings and assist with meeting preparation and coordination.
• Understand client requirements and ensure timely communication and follow-up.
• Coordinate with clients for KYC, account opening, documentation, and transaction-related requirements.
• Assist in preparing client reports, portfolio statements, meeting notes, and other required documents.
• Follow up with clients for pending documents, forms, signatures, and other requirements.
• Coordinate with the Operations Team to ensure timely processing of client requests.
• Maintain accurate and updated client records and CRM data.
• Assist the RM in preparing for client reviews and periodic portfolio meetings.
• Handle routine client queries and escalate complex queries to the Relationship Manager.
• Maintain confidentiality of client information and company data.
• Support the RM in client engagement, relationship building, and service activities.
• Ensure all activities are carried out in accordance with company processes and applicable compliance requirements.

Required Skills & Qualifications

• Graduate in B.Com, BBA, MBA, Finance, or a related field.
• Good communication and interpersonal skills.
• Basic knowledge of Mutual Funds, Investments, Insurance, or Wealth Management is preferred.
• Good working knowledge of MS Excel, Word, Email, and basic CRM tools.
• Good follow-up and coordination skills.
• Presentable, professional, and confident while interacting with clients.
• Ability to work as part of a team and support senior Relationship Managers.
• Strong attention to detail and willingness to learn financial products and processes.

Key Competencies

Client Handling | Communication | Follow-up | Coordination | Documentation | Teamwork | Accuracy | Confidentiality | Learning Agility

Career Opportunity

This role provides an opportunity to develop practical experience in wealth management, client servicing, investments, and relationship management, with potential growth into a Relationship Manager role based on performance and experience.

Kindly share your resume at [email protected] or wats app at 7975504082

Pay: ₹18,000.00 - ₹20,000.00 per month

Benefits:

• Cell phone reimbursement
• Health insurance
• Provident Fund

Work Location: In person