Customer Relationship Executive

3 days ago

HSR Layout Bengaluru Karnataka, India Finzace Wealth Full time

**Location**: Bengaluru, India

**Employment Type**: Full-Time, On-Site

**Work Schedule**: Monday to Friday, and first & third Saturdays of the month (when banks are open)

**Work Hours**: 10:00 AM - 7:00 PM

**About Finzace Wealth**

**Role Overview**

**Key Responsibilities**

**Client Relationship Management**:

- Build and maintain strong, long-lasting relationships with retail and HNI clients.
- Understand clients' financial goals, risk appetite, and investment preferences to provide tailored solutions.
- Act as the primary point of contact for client inquiries, ensuring timely and effective resolution of issues.

**Business Development**:

- Leverage existing relationships to generate new business opportunities for Finzace Wealth.
- Identify and onboard new clients through referrals, networking, and outreach efforts.
- Achieve and exceed monthly, quarterly, and annual sales targets.

**Communication and Collaboration**:

- Communicate effectively with clients in English and Hindi (mandatory), and preferably in Tamil, Marathi, or Gujarati.
- Collaborate with internal teams, including financial advisors and product specialists, to deliver comprehensive solutions to clients.

**Client Education and Engagement**:

- Educate clients about Finzace Wealth’s products, services, and market trends.
- Organize and participate in client events, seminars, and workshops to enhance engagement and brand loyalty.

**Performance Tracking and Reporting**:

- Maintain accurate records of client interactions and transactions in the CRM system.
- Provide regular updates to management on client acquisition, retention, and revenue growth.

**Qualifications and Skills**

**Experience**: Minimum of 2+ years in a similar role, preferably in financial services, wealth management, or banking.

**Skills**:

- Exceptional interpersonal and relationship-building skills.
- Strong sales acumen with a proven ability to meet and exceed targets.
- Excellent communication, presentation, and negotiation skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in using CRM tools and Microsoft Office Suite.

**Languages**:

- **Mandatory**: Fluent in English and Hindi (both written and spoken).
- **Preferred**: Proficiency in Tamil, Marathi, or Gujarati.

**Location**: Based in Bengaluru; no relocation assistance provided.

**Compensation and Benefits**

**Base Salary**: Commensurate with experience.

**Commissions**: Lucrative performance-based incentives.

**Bonuses**: Quarterly and annual bonuses tied to individual and company performance.

**Other Benefits**:

- Be a part of the core team in a boot-strapped hyper-growth startup.
- Opportunities for professional growth and development.
- A collaborative and supportive work environment.
- Thriving work environment in a happening co-working space.

**How to Apply**

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

**Benefits**:

- Flexible schedule
- Paid sick time

Schedule:

- Day shift

Supplemental Pay:

- Commission pay
- Performance bonus
- Yearly bonus

Application Question(s):

- Current CTC
- Expected CTC
- Notice Period

**Language**:

- Hindi (preferred)

Work Location: In person

Expected Start Date: 24/02/2025

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