Job Title: Client Relationship Executive (Freshers)
Company: Mandot Securities
Location: Indore
Job Type: Full-time
Job Description:
As a Client Relationship Executive at Mandot Securities, you will be at the forefront of delivering exceptional service to our clients while building lasting relationships. This entry-level position is perfect for individuals eager to kickstart their career in the financial services industry. You will receive comprehensive training and mentorship to excel in this role and grow within the organization.
Key Responsibilities:
Client Onboarding and Engagement:
Assist in the onboarding process for new clients, including account opening procedures and documentation.
Welcome clients and provide them with an overview of our services and offerings.
Act as the primary point of contact for clients, addressing inquiries and resolving issues promptly and professionally.
Relationship Building:
Develop and nurture relationships with clients to understand their financial goals, needs, and preferences.
Proactively reach out to clients to provide support, updates, and personalized recommendations.
Identify opportunities to deepen client engagement and promote additional services.
Administrative Support:
Maintain accurate client records and documentation in compliance with regulatory requirements.
Assist in preparing reports, presentations, and correspondence for clients and management.
Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
Market Research and Analysis:
Stay informed about market trends, economic developments, and industry insights.
Assist senior team members in conducting research and analysis to support client recommendations.
Contribute ideas and insights to enhance our service offerings and client experience.