Customer Relationship Executive

6 days ago


Chandigarh, Chandigarh, India Sahayak Associates Full time
Job Role

A key member of our team, the Customer Relationship Executive will be responsible for providing exceptional customer service and building strong relationships with clients.

Key Responsibilities:

  • Respond to client inquiries and provide prompt, accurate, and friendly service.
  • Prospect for new business opportunities and follow up on warm leads.
  • Educate clients on various investment options and provide guidance on financial planning.
  • Maintain comprehensive project and client documentation.
  • Facilitate client-planning sessions and ensure contractual obligations are met.
  • Develop and maintain strong working relationships with clients, stakeholders, and team members.
Requirements
  • MBA degree.
  • Excellent understanding of core business concepts and investment markets.
  • Self-starter with a positive and enthusiastic attitude.
  • Excellent communication, presenting, and reporting skills in English.
  • Expertise in Microsoft Office products, especially Microsoft Excel.
  • Availability of a laptop, personal conveyance, and smartphone for work purposes.


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