Customer Relationship Executive

2 weeks ago

Anna Salai Chennai Tamil Nadu, India Logistics Sector Skill Council Full time

**Key Responsibilities**:
Develop and maintain strong relationships with clients to understand their needs and provide personalized financial advice and solutions.

Effective cold calling and relationship building can help a retail manager generate their own leads and build new connections.

Has to meet the client fixed by the voice caller and telecaller.

Ensure that a maximum number of appointments should be made for a month.

Ensure quality of appointments provided to the sales.

Manage a portfolio of clients and provide ongoing support and advice to help them achieve their financial goals

Proactively seek out new business opportunities and generate new leads to expand the client base

Maintain up-to-date knowledge of financial products, services, and market trends to provide the best advice and recommendations to clients

Conduct regular performance reviews and provide updates to clients on their portfolio performance and investment strategy

Ensure compliance with industry regulations and company policies and procedures

Actively looking for possibilities to upsell and cross-sell to existing customers

Obtaining referrals from the current clientele to widen the sales pipeline

Overseeing pre
- to post-sales support activities for the designated goods and and regions while guaranteeing

the greatest level of client satisfaction.

Stay up-to-date on market trends and developments to ensure the team is well-informed and equipped to

provide expert advice.

The KYC (Know Your Customer) process for customers will be conducted with the assistance of the CST

(Customer Service Team).

**Qualification**:
Completion of any PG / UG / Any Specialization

Minimum of 8 years of relevant experience in wealth management, including at least 5 years of leadership

experience.

Excellent leadership and communication skills.

Having knowledge of Excel is essential for this position.

Proven track record of achieving targets and growing revenue.

Strong knowledge of financial planning and investment strategies.

Ability to motivate and inspire team members to achieve their goals.

Good command of oral and written English and the ability to converse freely and build rapport.

Experience in Sales process - end to end is a plus.

**Job Types**: Full-time, Permanent

Pay: ₹40,000.00 - ₹65,000.00 per month

**Experience**:

- total work: 4 years (preferred)
- Customer Relations: 2 years (preferred)

Work Location: In person

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