Client Relationship Executive

0 - 31 years

1 - 3 Lacs

Posted:2 days ago| Platform: Apna logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Description This is a hybrid internship role for a Relationship Executive located in Jaipur . The Relationship Executive will be responsible for building and maintaining client relationships, understanding customer needs, and providing appropriate financial services and solutions. Daily tasks include reaching out to potential clients, conducting meetings, preparing reports, and assisting clients with their financial planning requirements. Qualifications Excellent communication and interpersonal skills Ability to understand and analyze customer needs Proficiency in preparing reports and documentation Basic knowledge of financial services and planning Customer service and relationship management skills Ability to work independently and as part of a team Strong organizational skills and attention to detail Relevant educational background or coursework in finance, business

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