Client Relationship Executive
Doon Trading Academy
Posted
last week
Dehradun, Uttarakhand, India
Onsite
INR 30K
Entry Level
Full Time
Sema Summary
Doon Trading Academy is seeking a detail-oriented Client Relationship Executive. The role involves managing client servicing and operations related to financial products.
About Company
Doon Trading Academy is focused on delivering quality education and training in financial services. They aim to empower individuals with the knowledge needed for effective investment management.
Core Requirements
- Prior experience with Angel One systems
- Strong communication skills
- Attention to detail
- Basic understanding of financial products
- Ability to manage client-related tasks
Responsibilities
- KYC processing and client account opening
- Activation of inactive clients
- Support with mutual fund and insurance related tasks
- Follow-ups and coordination with clients
- Ensure proper documentation and compliance
- Provide day-to-day operational assistance
- Assist in client servicing and operations
Must Have skills
Job Keywords
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