Client Relationship Executive

As a Client Relationship Executive at Investing Tree in Jodhpur, you will play a crucial role in building and managing relationships with both HNI and retail clients. Your primary responsibility will be to understand the financial goals of clients and provide them with customized investment solutions, which may include stocks, derivatives, mutual funds, insurance, and more. Meeting sales targets for broking, demat accounts, and other financial products will be essential to your success in this role. It is imperative to ensure compliance with SEBI regulations and internal policies while handling client queries to maintain high service standards. Additionally, generating leads through referrals, networking, and cold calling will be part of your daily tasks. To excel in this position, you should hold a Bachelors or Masters degree in Finance, Business, Economics, or a related field. Strong communication, sales, and negotiation skills are key attributes that will aid you in effectively engaging with clients. While prior experience in stock broking, wealth management, or financial sales is advantageous, it is not mandatory. This role is based in Jodhpur, where you will have the opportunity to contribute to the growth and success of Investing Tree. If you are enthusiastic about finance and dedicated to fostering strong client relationships, we encourage you to apply by sending your resume to prekshaj1993@gmail.com or by reaching out to us directly. Join us in our mission to empower individuals through smart, goal-based investing. #Hiring #ClientRelationshipExecutive #InvestingTree #JodhpurJobs #FinanceJobs #WealthManagement #StockBroking #CareerInFinance #Jodhpur,