Client Relationship Executive Fresher Job

Key responsibilities:

1. Attending Clients visiting the office with respect to Investment related to:
a. Mutual Funds.
b. Tax-Free Bonds, Non-Convertible Debentures (NCD), Perpetual Bonds, Corporate
Bonds, Sovereign Gold Bonds.
c. IPO
d. Unlisted stocks
e. Fixed deposit
f. Portfolio Management Services - Equity PMS & RE-PMS.
g. Investment in AIF (Alternative Investment Fund)
h. Investment in Foreign Equity.
2. Taking follow-ups and maintaining relationships with regular clients on a regular basis or defined frequencies.
3. Reporting the status of RM performance.
4. Taking timely follow-ups with Clients on regular or defined frequencies.
5. Coordinate with the Client to collect the documents related to Investments from clients and hand them to the Operations Dept. for submission processing and also coordinate with the Research Dept. for Suggestion-related matters.
6. Updating the follow-up records related to Clients status and reporting to GM
Investment Services and MD for the same.
7. To collect all documents day-wise related to investment from all RMs & issue to
the operation department from time to time for processing.
8. Responsible and authorized to fulfill the responsibility assigned.
9. To do all the further tasks assigned by the management

2