Job Description:
Latest Job Information from Company Money Honey Financial Services Pvt Ltd as position Relationship Executive. If Job Vacancy Relationship Executive in Mumbai, Mahārāshtra matches your criteria, please send your latest application/CV directly through the latest and most updated job site Jobkos.
Every job may not be easy to apply for, because as a new candidate / prospective employee must meet several qualifications and requirements according to the criteria sought by the Company. Hopefully the career information from Money Honey Financial Services Pvt Ltd as the position Relationship Executive below matches your qualifications.
Company Overview
Money Honey Financial Services Pvt. Ltd. is a fast-growing financial services company headquartered in Mumbai, specializing in the distribution of Mutual Funds, Government Bonds, Fixed Deposits, and Life Insurance, with a dynamic team of over 50 employees. For more information, visit moneyhoney.co.in.
Job Overview
The Relationship Executive role at Money Honey Financial Services Pvt. Ltd. is an entry-level, full-time position based in Mumbai. This opportunity is ideal for freshers with 0 to 1 year of work experience who are eager to begin their career in financial services, focusing on building and nurturing client relationships and supporting financial product distribution.
Qualifications and Skills
- Client Onboarding (Mandatory skill) ability to efficiently initiate, process and manage new client accounts while ensuring regulatory requirements are fulfilled.
- Upselling (Mandatory skill) talent for recognizing customer needs to recommend suitable financial products, maximizing value for both client and organization.
- Customer Relationship Management strong capability to establish trust and rapport with clients, addressing their needs promptly and building long-lasting professional relationships.
- Lead Generation proactive approach to sourcing new business opportunities, using various channels to identify and connect with potential customers.
- Product Knowledge comprehensive understanding of financial products offered, enabling clear communication of benefits to clients and supporting informed decision-making.
- Sales Support skilled at assisting the sales team with documentation, follow-ups, and after-sales service to ensure smooth business operations.
- Effective communication skills for presenting complex financial products in a simple and relatable manner to clients with varied backgrounds.
- Ability to adapt quickly to changing client needs and regulatory environments, staying updated with industry trends to remain effective in service delivery.
Roles and Responsibilities
- Actively onboard new clients by guiding them through the account opening process, collecting necessary documentation, and providing an exceptional first impression.
- Enhance customer satisfaction by maintaining regular interactions, responding to queries, and ensuring all post-sales services are rendered efficiently.
- Identify upselling and cross-selling opportunities, promoting suitable financial products to existing clients based on their profiles and requirements.
- Generate new leads through market research, referrals, outbound calls, and networking activities, increasing the overall client base.
- Support the sales team by managing client records, coordinating with operations for timely product processing, and ensuring accurate information flow.
- Stay updated with the latest financial products, policy changes, and industry trends to provide informed guidance to clients.
- Resolve customer complaints and concerns in a timely manner, ensuring customer satisfaction and loyalty toward Money Honey Financial Services Pvt. Ltd.
- Maintain proper documentation standards and compliance as per company and regulatory guidelines throughout all client interactions.
Job Info:
- Company: Money Honey Financial Services Pvt Ltd
- Position: Relationship Executive
- Work Location: Mumbai, Mahārāshtra
- Country: IN
How to Submit an Application:
After reading and understanding the criteria and minimum qualification requirements explained in the job information Relationship Executive at the office Mumbai, Mahārāshtra above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.
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