Customer Relationship Executive

Finovest Group; Ranni; On-site; INR 300,000 - 500,000; Full time

Job summary

Finovest Group in Kerala, India is seeking a dynamic Customer Relationship Executive to build and maintain strong client relationships. You will understand financial needs and recommend suitable products such as FDs, RDs, and Gold Loans.

You will explain products clearly, achieve sales targets, handle inquiries, and coordinate with internal teams to ensure smooth onboarding and service delivery, focusing on satisfaction and repeat business. Prior experience in financial services is preferred.

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.

Responsibilities

• Develop and maintain strong relationships with clients.
• Explain financial products and services to clients clearly.
• Identify client needs and provide tailored financial solutions.
• Achieve sales targets for financial products.
• Handle client queries professionally and resolve issues promptly.
• Maintain accurate client records and prepare daily/weekly reports.
• Collaborate with internal teams to ensure smooth onboarding and service delivery.

Skills

Communication

Relationship building

Sales skills

Financial product knowledge

Job description

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.