Customer Relationship Executive

Finovest Group; Ernakulam; On-site; INR 400,000 - 600,000; Full time

Job summary

Finovest Group in Kerala seeks a dynamic Customer Relationship Manager to develop and maintain strong client relationships, understand financial needs, and recommend suitable products such as FDs, RDs and Gold Loans. The role emphasizes clear communication, timely responses to client queries, and collaboration with internal teams to ensure smooth onboarding and service delivery.

The ideal candidate will possess excellent communication and sales skills, a client-focused attitude, and the ability

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.

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.

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.

Ernakulam Locations

• Thoppumpady
• Mattanchery
• Kothamangalam
• Muvattupuzha
• Thripunithura