About the role
As a Client Relationship Executive, you will serve as the primary point of contact for clients, assisting them with their investment needs and financial queries. This role demands excellent interpersonal skills and the ability to build strong relationships with clients.
You will support clients in understanding their portfolios and provide them with timely updates and insights. This part-time position is ideal for recent graduates or those seeking to transition into the wealth management sector, offering valuable hands-on experience in a supportive environment that fosters growth and development.
What you'll do
- Assist clients with their investment inquiries.
- Provide regular updates on portfolio performance.
- Build and maintain strong relationships with clients.
- Coordinate with internal teams to meet client needs.
What you'll need
- Bachelor's degree in finance or related field.
- Strong communication and interpersonal skills.
- Willingness to learn and grow in the wealth management industry.
Skills
Excellent verbal and written communication skills.
Basic understanding of financial concepts.
Ability to work collaboratively in a team.
Good to have
Experience in customer service.
Knowledge of investment products.
Benefits
- Flexible working hours.
- Opportunity to learn from experienced professionals.
- Supportive team environment.
Interested in this role?
It takes about two minutes. Free to apply — Career In Bank never asks candidates for money.
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Questions about this job
What does a Client Relationship Executive do?
You will manage client relationships and assist with their financial needs.
What qualifications are needed for this role?
No specific experience is required, but a background in finance is helpful.
Is this a full-time or part-time position?
This is a part-time role.
What is the salary range?
The salary range is INR 20,000 to INR 35,000 per month.
Listing last updated