Roles and Responsibilities

- Collaborate with internal teams to deliver exceptional service delivery, including equity broking, mutual funds sales, wealth management services, portfolio management services (PMS), alternative investments, KYC verification, onboarding processes.

- Develop and maintain a deep understanding of clients' needs, preferences, and expectations to provide tailored solutions.

- Manage client relationships through effective communication, ensuring high levels of satisfaction and retention.

- Analyze market trends and competitor activity to stay ahead in the industry.

Desired Candidate Profile

- 2-5 years of experience in Client Relationship Management or Key Account Management in Financial Services sector.

- Strong knowledge of Capital Markets/ Stock Market/ Wealth Management/ Broking/ Sales/ Shares/ Alternative Investments etc. .

- Excellent communication skills with ability to build solid relationships with clients at all levels.

- Bachelor's degree in any specialization (e.g., B.B.A. / B.M.S.).

📌 Client Relationship Executive (Pune)
🏢 Godel Consulting
📍 Pune