Customer Relationship Executive

Finovest Group; Alappuzha; On-site; INR 350,000 - 550,000; Full time

Job summary

Finovest Group is seeking a dynamic Customer Relationship Manager to join our growing team. The role focuses on building and maintaining strong relationships with clients, understanding financial needs, and recommending suitable products such as FD, RD, and Gold Loans.

Locations include Mulakuzha, Kattanam, Muthukulam, and Chettikulangara, with a strong emphasis on explaining products clearly, meeting sales targets, and providing excellent service.

Qualifications

• Develop and maintain strong relationships with new and existing clients.
• Clearly explain financial products (FD, RD, Gold Loans, etc.) and services to clients.
• Identify customer needs and provide tailored financial solutions.
• Achieve sales targets for assigned financial products.
• Handle client queries professionally and resolve issues promptly.
• Conduct follow-ups to ensure customer satisfaction and repeat business.
• Maintain accurate client records and prepare daily/weekly reports.
• Collaborate with internal teams to ensure smooth onboarding and service delivery.

Responsibilities

• Develop and maintain strong relationships with new and existing clients.
• Clearly explain financial products (FD, RD, Gold Loans, etc.) and services to clients.
• Identify customer needs and provide tailored financial solutions.
• Achieve sales targets for assigned financial products.
• Handle client queries professionally and resolve issues promptly.
• Conduct follow-ups to ensure customer satisfaction and repeat business.
• Maintain accurate client records and prepare daily/weekly reports.
• Collaborate with internal teams to ensure smooth onboarding and service delivery.

Skills

Client relationship management

Communication skills

Sales orientation

Financial product knowledge

Job description

JOB DESCRIPTION – CUSTOMER RELATIONSHIP MANAGER

Finovest Group is seeking a dynamic and customer-focusedClient Relationship Executiveto join our growing team. The ideal candidate will have excellent communication and convincing skills, along with sound knowledge of financial products such asRecurring Deposits (RDs), Fixed Deposits (FDs), Gold Loans, and related services. This role involves building and maintaining strong relationships with clients, understanding their financial needs, and providing suitable product recommendations.

Locations

• Mulakuzha
• Kattanam
• Muthukulam
• Chettikulangara

Requirements

• Develop and maintain strong relationships with new and existing clients.
• Clearly explain financial products (FD, RD, Gold Loans, etc.) and services to clients.
• Identify customer needs and provide tailored financial solutions.
• Achieve sales targets for assigned financial products.
• Handle client queries professionally and resolve issues promptly.
• Conduct follow-ups to ensure customer satisfaction and repeat business.
• Maintain accurate client records and prepare daily/weekly reports.
• Collaborate with internal teams to ensure smooth onboarding and service delivery.