Client Relationship Executive

4 days ago


Wadi Nagpur Maharashtra, India Hasten solutions Full time

Job description:
Job Title: Client Relationship Executive

Company: Shree Ji Invest

Location: Kolhe Layout, Plot No. 54, Khadgaon Rd, near Joshi Clinic, Wadi, Nagpur, Maharashtra 440023

Job Summary:
Key Responsibilities:
Manage and nurture relationships with existing clients to ensure high satisfaction and retention.

Identify and generate new business opportunities through proactive client engagement.

Provide professional guidance on investment products including:
Life Insurance

Health Insurance

General Insurance

Vehicle Insurance

Bond Investments

Mutual Funds

Assist clients in understanding product benefits and investment strategies.

Ensure timely follow-ups and maintain accurate client records.

Coordinate with internal teams to address client queries and resolve issues promptly.

Meet or exceed individual and team sales targets.

Qualifications & Skills:
Minimum 6 months to 1- years of experience in client relationship management, sales, or financial services.

Good knowledge of insurance and investment products.

Excellent communication and interpersonal skills.

Strong problem-solving abilities and customer-centric approach.

Self-motivated with the ability to work independently and in a team.

Salary & Benefits:
Competitive salary ₹10,000 to 20,000 per month with performance-based incentives.

Professional growth opportunities within the company.

Supportive and dynamic work environment.

How to Apply:
Work Location: In person

Pay: ₹10,000.00 - ₹20,000.15 per month

Work Location: In person



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