Client Relationship Executive (kolkata)

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Designation: Client Relationship Executive

Openings at: Kolkata (West Bengal)

Key Responsibilities

• Build and maintain strong relationships with existing and prospective clients.
• Understand client requirements and recommend suitable subscription-based financial products such as trading software, option trading advisory services, and investment products across Equity, Derivatives, Currency, and Commodity markets.
• Conduct regular client interactions to understand their needs, provide product information, and ensure a positive client experience.
• Assist clients with trading strategies, robotic trading software, and API-based auto trade execution platforms.
• Conduct webinars and seminars to educate clients about financial products and market opportunities.
• Handle outbound calling activities for client follow-ups, seminar and webinar invitations, and lead generation.
• Stay updated with stock market trends, financial products, and industry developments.
• Coordinate with branches and franchise locations for client meetings, seminars, and training programs.
• Identify opportunities for cross-selling and upselling financial products to existing clients.
• Independently manage client meetings, presentations, follow-ups, and relationship-building activities.
• Contribute innovative ideas to improve client engagement, retention, and business growth.

Skills Required

• Active listener, Extrovert with good communication skills.
• Fresher / Experienced.
• Graduate / Post-graduate in any stream.
• Should be a self-starter, proactive & target oriented.
• Should possess strong networking & relationship building skills.
• Must have good Convincing & Communication Skills.
• Good customer handling and problem-solving skills.

Added Knowledge

• Knowledge of Stock Market.
• Able to speak Hindi, English & Regional Language.

Package: As per industry standards

Register for the Virtual Interview:
https://forms.gle/TdsR7KN8P7k33AYk9