Senior Executive - Client Relations
We are looking for a Client Relations Executive to join our team and manage client interactions, account-opening support, customer servicing, and branch-level coordination. The ideal candidate should have strong communication skills, a customer-centric approach, good follow-up abilities, and a basic understanding of capital market products and processes.
Key Responsibilities
- Welcome and assist clients and ensure a professional customer experience.
- Handle client queries through phone, email, WhatsApp, and face-to-face interactions.
- Assist clients with Trading and Demat account opening, KYC documentation, and account activation.
- Coordinate with Compliance, Operations, Back Office, and other internal teams for timely resolution of client requests.
- Maintain regular communication with clients and ensure timely follow-up on pending requests.
- Handle and coordinate resolution of client complaints and service-related issues.
- Assist clients with share transmission, duplicate share-related requests, and IEPF-related processes.
- Provide clients with account statements, contract notes, portfolio reports, and other required documents.
- Guide clients on trading platforms, mobile applications, and basic investment processes.
- Support business development activities by identifying potential leads and promoting relevant financial products such as Equity, Derivatives, Mutual Funds, IPOs, SIPs, and PMS.
- Maintain accurate client records, databases, KYC documents, registers, and service-related reports.
- Ensure proper filing, documentation, and confidentiality of client information.
- Support client meetings, investor awareness programmes, appointments, visitor management, and general branch administration.
Key Skills
- Excellent communication and interpersonal skills.
- Strong customer service and relationship management skills.
- Good understanding of Stock Broking, Trading, Demat, KYC, and financial products.
- Strong follow-up and coordination abilities.
- Good problem-solving and complaint-handling skills.
- Ability to work effectively with multiple internal teams.
- Good documentation and record-keeping skills.
- Proficiency in MS Office and digital communication platforms.
Preferred Background
Candidates with experience in Stock Broking, Capital Markets, Wealth Management, Banking, Financial Services, or NBFCs will be preferred.
Pay: ₹15,000.00 - ₹25,000.00 per month
Benefits:
Work Location: In person
