Customer Relationship Executive

Finovest Group; Kozhencherry; On-site; INR 250,000 - 450,000; Full time

Job summary

Finovest Group is seeking a dynamic Customer Relationship Executive to join our team in Kozhencherry, India. The role focuses on building client relationships, explaining financial products such as RD, FD, and Gold Loans, and offering tailored solutions to meet client needs.

Responsibilities include achieving sales targets, handling queries, conducting follow-ups, and maintaining client records. Collaboration with internal teams ensures smooth onboarding and service delivery to drive repeat

Qualifications

• Excellent communication and convincing skills to explain financial products.
• Ability to develop and maintain strong client relationships.
• Sound knowledge of financial products like RD, FD, Gold Loans.
• Identify customer needs and propose tailored financial solutions.
• Maintain client records and prepare reports.

Responsibilities

• Develop and maintain strong relationships with new and existing clients.
• Explain financial products (FD, RD, Gold Loans) and services clearly.
• 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

Excellent communication

Client relationship building

Convincing skills

Financial product knowledge

Needs assessment

Sales target achievement

Job description

Kozhencherry, India | Posted on 11/07/2026

JOBDESCRIPTION – CUSTOMER RELATIONSHIP EXECUTIVE

Finovest Group is seeking a dynamic andcustomer-focusedClient Relationship Executiveto join our growingteam. The ideal candidate will have excellent communication and convincingskills, along with sound knowledge of financial products such asRecurringDeposits (RDs), Fixed Deposits (FDs), Gold Loans, and related services. Thisrole involves building and maintaining strong relationships with clients,understanding their financial needs, and providing suitable productrecommendations.

Requirements

• Develop and maintain strong relationships withnew and existing clients.
• Clearly explain financial products (FD, RD, GoldLoans, etc.) and services to clients.
• Identify customer needs and provide tailoredfinancial solutions.
• Achieve sales targets for assigned financialproducts.
• Handle client queries professionally and resolveissues promptly.
• Conduct follow-ups to ensure customersatisfaction and repeat business.
• Maintain accurate client records and preparedaily/weekly reports.
• Collaborate with internal teams to ensure smoothonboarding and service delivery.