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EXECUTIVE

EXECUTIVE

Trade-plus

0 - 1 years

1 - 4 Lacs

chennai

Posted:2 days ago| Platform:

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Skills Required

service level financial markets client relationship management service excellence investment strategies client engagement customer service revenue generation service quality financial services

Work Mode

Work from Office

Job Type

Full Time

Job Description

1. Client Engagement & Revenue Generation

Maintain daily interactions with assigned (mapped) clients to nurture long-term relationships.

Share insightful research reports from reputed research houses to support client decision-making.

Ensure timely and accurate order placement, backed by pre-order confirmations.

Proactively identify and onboard new Relationship clients to grow the client base and meet revenue targets.

2. Customer Service Excellence

Respond promptly to client queries and communications, ensuring adherence to defined Service Level Agreements (SLAs).

Deliver high-touch service to achieve top-tier client satisfaction and relationship scores.

Troubleshoot and resolve client issues swiftly, acting as a trusted advisor and first point of contact.

Qualifications & Skills

Education: Bachelors degree in Finance, Business Administration, or related field.

Experience: Proven experience in client relationship management, preferably within the financial services industry.

Financial Acumen: Strong understanding of financial products, markets, and investment strategies.

Communication: Excellent verbal and written communication skills; ability to convey complex information clearly.

Client-centric Mindset: Passion for delivering high-quality service and building meaningful client relationships.

Tech-savvy: Comfortable using dealing terminals and order placement systems.

Adaptability: Ability to thrive in a fast-paced, target-driven environment.

Problem-Solving: Strong decision-making skills with a proactive and solution-oriented approach.

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Trade-plus

Financial Technology

New York

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EXECUTIVE