Customer Relationship Executive- Male

1 week ago

Prahlad Nagar Ahmedabad Gujarat, India Sensys Technologies Pvt. Ltd Full time

**Key Responsibilities**:

- Build and maintain strong, long-term client relationships.
- Act as the primary point of contact for clients, providing information about financial products and services.
- Understand client needs and recommend appropriate banking, investment, insurance, or loan products.
- Drive sales and achieve assigned targets for cross-selling and upselling financial products.
- Conduct periodic portfolio reviews and follow up on potential leads.
- Coordinate with internal departments to ensure seamless customer service and issue resolution.
- Keep abreast of the latest financial products, market trends, and regulatory changes.
- Maintain accurate records of customer interactions, transactions, and feedback.

**Qualifications**:

- Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
- Prior experience in financial services, banking, or sales preferred.
- Knowledge of financial products such as mutual funds, insurance, personal loans, and credit cards.
- Strong communication, negotiation, and interpersonal skills.
- Customer-centric mindset with problem-solving capabilities.
- Proficient in MS Office and CRM software.

**Key Skills**:

- Relationship Management
- Financial Product Knowledge
- Sales & Business Development
- Communication & Presentation Skills
- Client Retention
- Customer Service

Pay: ₹30,000.00 - ₹35,000.00 per month

**Benefits**:

- Provident Fund

Schedule:

- Day shift

**Language**:

- English (required)
- Hindi,Gujart (required)

Work Location: In person

**Speak with the employer**
+91 86574 58810

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