Customer Relationship Executive

Finovest Group; Palakkad; On-site; INR 180,000 - 300,000; Full time

Job summary

Finovest Group is seeking a dynamic Customer Relationship Executive to join our client-focused team in Kerala. The role emphasizes building and maintaining strong relationships with clients, understanding their financial needs, and recommending suitable products such as RDs, FDs, and Gold Loans.

The ideal candidate will possess excellent communication and convincing skills, with a track record of meeting sales targets and delivering high-quality service.

Qualifications

• Strong communication skills to clearly explain products and services.
• Knowledge of recurring deposits, fixed deposits, gold loans, and related offerings.
• Ability to identify customer needs and propose tailored financial solutions.
• Proven ability to meet sales targets and manage client relationships.

Responsibilities

• Develop and maintain relationships with new and existing clients.
• Explain financial products (FD, RD, Gold Loans) and services clearly.
• Identify client needs and provide suitable 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

Communication skills

Convincing skills

Financial product knowledge

Job description

Job Description

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.

Job locations

• Enathu
• Kodumon
• Kulathpuzha
• Poovatoor
• Puthoor