Account Relationship Consultant

Shree Khodiyar Traders wants to bring on an Account Relationship Consultant for its Mandvi, Surat team. The pay goes up to ₹17,000/month.

Employer’s description

Analyze Market Trends And Provide Tailored Investment Strategies For Clients. Manage Financial Portfolios To Maximize Returns While Minimizing Risks. Offer Ongoing Advice And Maintain Client Relationships For Long-Term Financial Growth. More Than 2 Years Experience Compulsory. | Basic Excel

Pay and perks

Compensation: ₹10,000 – ₹17,000 per month.

Roles and responsibilities

• You will source and onboard customers for loans, accounts or insurance products.
• Cross-sell relevant financial products to existing customers
• Manage collections and track overdue accounts
• You'll explain product features, charges and terms transparently.
• Comply with RBI/IRDAI guidelines and internal audit norms

Eligibility

• At least 2 years of relevant experience
• Minimum qualification: 12th Pass
• Skills: Basic Excel
• No English required
• More Than 2 Years Experience Compulsory.
• Basic Excel
• A persuasive, ethical attitude

Job at a glance

• Location: Mandvi, Surat, Gujarat
• Interview: 11:00 AM - 4:00 PM | Monday to Saturday
• Employment type: Full time
• Shift: 9:00 AM - 6:30 PM | Monday to sa day
• Work type: Work from office
• Vacancies: 1

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