Customer Relationship Executive

Finovest Group; Pathanamthitta, Kollam; On-site; INR 250,000 - 400,000; Full time

Job summary

Finovest Group is seeking a dynamic Client Relationship Executive to join our growing team. The role focuses on building and maintaining strong relationships with clients, explaining financial products like FDs, RDs, and Gold Loans, and providing tailored financial solutions.

The ideal candidate will have excellent communication and convincing skills, with a proactive approach to meeting sales targets and ensuring high client satisfaction.

Qualifications

• Develop and maintain strong relationships with new and existing clients.
• Clearly explain financial products (FD, RD, Gold Loans, etc.) 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

Relationship management

Communication skills

Sales aptitude

Job description

JOB DESCRIPTION CUSTOMER RELATIONSHIP EXECUTIVE

Finovest Group is seeking a dynamic and customer-focused Client Relationship Executive to join our growing team. The ideal candidate will have excellent communication and convincing skills, along with sound knowledge of financial products such as Recurring 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.