Client Relationship Executive

2 days ago


Nagpur Maharashtra, India SHUL Ventures Pvt Ltd Full time

**Job Title**: Client Relationship Executive
**Location**: Nagpur

**Key Responsibilities**:

- Develop and maintain long-term relationships with existing clients to ensure satisfaction and loyalty.
- Identify, pursue, and convert new business opportunities through proactive engagement.
- Provide expert guidance on a range of financial products, including: Life Insurance, Health Insurance, General Insurance, Vehicle Insurance, Bond Investments, Mutual Funds
- Educate clients about product benefits, investment strategies, and financial planning.
- Ensure timely client follow-ups and maintain accurate records in the CRM system.
- Collaborate with internal departments to resolve client concerns effectively.
- Achieve individual and team sales targets.

**Qualifications & Skills**:

- Minimum **1 year** of experience in client relationship management, sales, or financial services.
- Strong understanding of investment and insurance products.
- Excellent verbal and written communication skills.
- High level of interpersonal, negotiation, and problem-solving abilities.
- Self-driven, organized, and goal-oriented with a customer-first mindset.

Work Location: In person



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