Relationship Executive
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Job Location:
Yearly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Roles and Responsibilities
- Engage with potential and existing clients to promote mutual funds government bonds fixed deposits and insurance products offered by the company.
- Assist in client onboarding processes including documentation collection KYC verification and orientation regarding company products and services.
- Generate new business leads through telecalling referrals and networking to expand the companys retail client base.
- Build and nurture long-term relationships with clients ensuring their satisfaction retention and repeat business opportunities.
- Upsell relevant financial products to clients by understanding their investment needs and tailoring solutions to match their profiles.
- Maintain accurate records of customer interactions leads generated and sales conversions in the companys CRM system.
- Stay up-to-date with market developments and trends in order to offer informed advice to clients and maintain competitive product knowledge.
- Work closely with internal teams to coordinate client servicing resolve queries and ensure seamless execution of transactions and requests.
Key Skills
- Aeronautical
- Anti Money Laundering
- Attorney At Law
- ABAP
- Accident Investigation
- Manufacturing
About Company
Money Honey Financial Services Pvt. Ltd. is Indiaâs growing financial services company. We offer best in class services in distribution of Financial Products like Mutual Funds, Government of India Bonds, Fixed Deposits and Life Insurance.
