Customer Relationship Executive Investments
On-siteChandigarh, Chandigarh, India
Job Summary
Respond to inquiries regarding financial planning, investment options, documentation, transfers, goal mapping, and performance reviews. Prospect for new business by following up with warm leads and educate customers on investment options using a needs-based process. Hold internal and client-facing status meetings to report on performance and issues, while creating and maintaining comprehensive project and client documentation. Plan and facilitate client-planning sessions to ensure contractual obligations are met and portfolio performance aligns with expectations. Build strong working relationships with clients, stakeholders, and team members throughout the client life cycle.
Required Qualifications
- MBA
- Self-starter with a passionate, positive and enthusiastic attitude
- Have access to a laptop, personal conveyance and smart phone for work purposes
Desired Qualifications
- Have a good understanding of core business concepts and certification courses in investment and financial markets
- Excellent communication, presenting and reporting skills in English language
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