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Job details:
KS Investments is a centralized asset management and business operations firm that designs a high-performance corporate ecosystem for long-term value creation. The company connects structural wealth planning with direct market allocation in high-value industries, offering a robust platform for investors and partners. By building a pipeline from investment onboarding to capital deployment, KS Investments supports retail expansion, strategic inventory acquisition, and precious metal trading.
This asset-backed model helps safeguard investor capital through physical holdings and market-facing consumer brands, creating a stable environment for sustainable growth. Team members join a dynamic organization focused on real-world impact and disciplined investment strategies.
Role Description:
- The Client Relationship Executive is a full-time, on-site position based in Surat. This role is responsible for managing day-to-day interactions with clients, ensuring timely communication, and maintaining strong, trust-based relationships.
- Key tasks include onboarding new clients, understanding their investment objectives, coordinating with internal teams to address queries, and providing regular updates on account status and performance.
- The executive will handle client documentation, support resolution of service issues, and track follow-ups to ensure a smooth client experience.
- The role also involves identifying opportunities to deepen relationships, supporting presentations and review meetings, and contributing feedback to improve client service processes and investment communication.
Qualifications
- Strong Business Relationship Management and Account Management skills to oversee client portfolios and ensure consistent service delivery.
- Proficiency in Client Relations and Relationship Building to cultivate long-term, trust-based partnerships and enhance client satisfaction.
- Excellent Communication skills, including clear verbal and written communication, active listening, and professional presentation abilities.
- Ability to manage multiple client accounts, prioritize tasks, and maintain accuracy in documentation and reporting.
- Comfort working with investment or financial services concepts; prior experience in asset management, banking, or related fields is an advantage.
- Strong analytical and problem-solving mindset, with attention to detail and a client-focused approach.
- Proficiency with office productivity tools (e.g., spreadsheets, CRM or client management systems) and basic data handling.
- Bachelor’s degree in business, finance, commerce, or a related discipline preferred; relevant work experience may be considered instead of formal education.
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