Contribute to an AI-powered consumer intelligence platform used by Fortune 500 companies. ๐ฏ About the Role This internship provides real exposure to large-scale data, AI-drivenโฆ
Client Relationship Executive
- Location
- Bengaluru, Karnataka, India
- Posted
- Status
- Open
About this role
Join a growing investment services team and play a key role in fostering strong client relationships.
๐ฏ About the Role
This role focuses on interacting with existing clients, providing portfolio updates, and ensuring a high-quality client experience. You will explain investment portfolios, manage queries, and build long-term client relationships.
๐ ๏ธ Key Responsibilities
- ๐ค Manage and maintain relationships with existing clients.
- ๐ Provide regular updates on investment portfolios.
- โ Understand and resolve client queries.
- ๐จโ๐ผ Build trust and long-term relationships.
- ๐ Stay updated on financial market developments.
โ Requirements & Skills
- ๐ 0โ3 years of experience in client servicing or financial services.
- ๐ฃ๏ธ Excellent spoken and written communication skills.
- ๐ช Confident and comfortable speaking with clients.
- ๐ผ Basic knowledge of mutual funds or financial products.
- ๐ Strong willingness to learn and build a career in wealth management.
๐ Location: Bengaluru, Karnataka, India
How to apply
Applications are handled on in.linkedin.com, not here. The link below opens the original posting.
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