Relationship Executive - Indore, Madhya Pradesh, India - Techturtle Consultant Pvt ltd

Deepika Kaur

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Deepika Kaur

beBee Recuiter


Description

Overview:


Key Responsibilities:


  • Client Relationship Management
  • Portfolio Management
  • Product Knowledge
  • Cross-Selling
  • Client Communication
  • Risk Management
  • Sales Targets

Qualifications:


  • Bachelor's degree in Business, Finance, or related field.
  • Proven experience as a Relationship Manager or similar role in the financial industry.
  • Strong knowledge of financial products and services.
  • Excellent communication and interpersonal skills.
  • Resultsdriven with a focus on client satisfaction.

Additional Requirements:


  • Financial industry certifications (e.g., CFA, CFP) are a plus.
  • Familiarity with CRM software and financial planning tools.

Benefits:


  • Competitive salary and performancebased incentives.
  • Health and retirement benefits.
  • Continuous professional development opportunities.
  • Dynamic and collaborative work environment.

Salary:
₹13, ₹25,000.00 per month


Benefits:


  • Provident Fund

Supplemental pay types:

  • Performance bonus
  • Yearly bonus

Ability to commute/relocate:

  • Indore,

Madhya Pradesh:
Reliably commute or planning to relocate before starting work (required)


Language:


  • English (required)

Location:


  • Indore,
Madhya Pradesh (required)


Work Location:
In person


Speak with the employer

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