Executive Relationship Manager

4 days ago


kochi, India Hopezen International Private Ltd Full time

Position - Executive Relation ManagementNo of openings - 1Job Summary:-We are looking for an experienced proactive and customer-focused Client Management Executive to maintain strong relationships with our existing clients. The role involves regular communication, addressing client needs, providing ongoing support, identifying up selling or cross-selling opportunities, and ensuring overall client satisfaction and retention.Key Responsibilities:Act as the primary point of contact for assigned existing clients.Maintain regular communication via phone, email, or in-person meetings.Address and resolve client queries, concerns, or complaints promptly.Provide product/service updates, renewals, and post-sales support.Collaborate with internal departments to ensure smooth service delivery.Build long-term trust-based relationships with clients.Identify potential for cross-selling or upselling based on client needs.Maintain updated client records, feedback, and interaction logs.Share monthly/quarterly reports and review feedback with clients.Ensure high levels of client satisfaction and retention.Required Skills & Qualifications:Any Bachelor's degreeStrong Knowledge about Mutual Funds, Stocks, Insurance asn other financial products.Proven experience in client servicing, account management, or customer support.Excellent communication and interpersonal skills.Strong problem-solving and conflict-resolution abilities.Proficient in CRM software and MS Office.Ability to multitask, prioritize, and manage time effectively.Customer-oriented mindset with a focus on delivering value.Preferred Attributes:Experience in broking, financial services, insurance, etc.Knowledge of client lifecycle management and retention strategies.Goal-driven with attention to client satisfaction metrics.Contact: Job Type: Full-timePay: ₹10, ₹15,000.00 per monthApplication Question(s):Do you have any experience in client handling, account management or customer support ?Work Location: In person



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