Customer Relationship Executive

Finovest Group; Thrissur; On-site; INR 350,000 - 550,000; Full time

Benefits offered by this job

Health insurance

Job summary

Finovest Group in India is seeking a proactive Customer Relationship Manager. You will build and maintain strong relationships with clients, explain financial products such as Fixed Deposits, Recurring Deposits, and Gold Loans, and tailor solutions to meet client needs.

You will aim to achieve sales targets, handle queries professionally, conduct follow-ups, keep accurate records, and collaborate with internal teams to ensure smooth onboarding and service delivery.

Qualifications

• Build and maintain strong relationships with clients
• Clearly explain financial products (FD/RD/Gold Loans) 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

Client relationship management

Excellent communication

Sales target achievement

Financial product knowledge

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.