Client Relationship Executive (CRE)

Ernakulam - India

Monthly Salary: INR 20000 - 25000

Experience Required: 1-3years

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Client Relationship Executive (CRE)

Location: Ernakulam Trivandrum

Salary: per month

Experience: 12 years (Banking / Financial Services / Insurance)

Qualification: Any Degree

This role does not involve sales targets or high-pressure sales environments. We prioritize a client-focused and consultative approach.

Responsibilities

Handle client queries grievances & ensure quick resolution.
Support clients with Capital / Stock Market-related services.
Execute Depository Settlements & Delivery Instruction Slips.
Process Demat & Dematerialization requests accurately.
Conduct client onboarding and KYC verification as per regulatory guidelines.
Communicate clearly & maintain strong client relationships.
Ensure professionalism compliance & confidentiality.

Requirements

strong communication & interpersonal skills.
Good understanding of Capital / Stock Markets & investment products.
Pleasant personality with a client-first consultative approach.
12 years experience in Client Relationship Management.

Required Skills:

KYCDocumentation

Required Education:

Degree Mandatory

Client Relationship Executive (CRE)Location: Ernakulam TrivandrumSalary: per monthExperience: 12 years (Banking / Financial Services / Insurance)Qualification: Any DegreeThis role does not involve sales targets or high-pressure sales environments. We prioritize a client-focused and consultative appr...