Client Relationship Executive (CRE)
Advenxa
- 2 Vacancy
- Vyttila, Kochi, Kerala, India
-
No ratings yet!
- Posted: 1 year, 5 months, 16 days ago
- Not yet applied
- Job id656082365e394300138ae164
- Experience1 - 3 years
- Salary20,000 INR - 25,000 INR
- Job Applicants1
Advenxa serve clientele solutions for various business venture to bring insight into their business goals for finding solutions for better manpower sourcing.
Skills
- Fluent in English
- Strong Communication
- Professionalism
Requirements
- Job Role Client Relationship Executive
- Job Type Full Time
- Workplace Type Onsite
- Industry Financial Services
Secondary locations
Not providedAbout
Not provided
Responsibilities
1. Client Relationship Management:
Build and maintain strong relationships with clients, leveraging 1-2 years of prior experience.
Build and maintain strong relationships with clients, leveraging 1-2 years of prior experience.
Act as the primary point of contact for client inquiries, addressing concerns, and providing timely and accurate information.
Collaborate with internal teams to ensure client needs are met effectively.
2. Front Office Operations:
Manage front office operations, including handling incoming calls, emails, and walk-in clients.
Maintain a professional and welcoming atmosphere in the reception area.
Coordinate and schedule client meetings and appointments.
3. Mutual Fund Knowledge:
Possess a deep understanding of mutual funds and other investment products.
Possess a deep understanding of mutual funds and other investment products.
Provide clients with information and guidance on mutual fund options, leveraging 1-2 years of experience.
Stay updated on market trends and investment strategies.
4. Communication Skills:
Demonstrate excellent communication skills, both written and verbal.
Conduct client presentations and effectively communicate complex financial concepts in a clear and understandable manner.
Assist clients in completing necessary documentation and forms.
5. Professionalism:
Maintain a high level of professionalism and confidentiality in all client interactions.
Uphold company values and adhere to compliance standards and regulations.
Additional Note:
This role does not involve sales targets or high-pressure sales environments. We prioritize a client-focused and consultative approach.
Other Requirements
- Proven 1-2 years of experience in client relationship management, front office operations, or administration.
- Bachelor's degree in finance, business, or a related field.
- Fluent in English, with strong communication and interpersonal skills.
- Knowledge of mutual funds and broader financial markets.
- Pleasant demeanor and the ability to create a positive client experience.
Good to have
Not provided
About the Company
Advenxa serve clientele solutions for various business venture to bring insight into their business goals for finding solutions for better manpower sourcing.