Client Relationship Executive
3 days ago
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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