Customer Relationship Executive

22 hours ago

Panchkula, India ND Care Nirogam Full time

We are a reputed Australian builder company committed to delivering premium-quality projects and long-term value for our clients. With a strong focus on trust, transparency, and growth, we are expanding our investor and financial advisor network to strengthen our business development initiatives.

**Position Overview**

**Key Responsibilities**
- Identify, develop, and maintain strong professional relationships with CAs, HNIs, investors, and financial advisors.
- Present and pitch investment proposals in a confident and professional manner to potential stakeholders.
- Generate new leads through networking, referrals, and professional associations.
- Develop and implement strategies to enhance investor engagement and business expansion.
- Collaborate with internal teams to create compelling presentations and accurate investment documentation.
- Stay updated on industry trends, competitor activities, and investor requirements.
- Maintain detailed records of client interactions, ensuring timely follow-ups and consistent engagement.
- Represent the company at networking events, industry forums, and business meetings.
- Be comfortable with **domestic and occasional travel** as required for client meetings, project visits, and investor engagement.

**Qualifications & Skills**
- Graduate/Postgraduate in Business Administration, Finance, Marketing, or related field.
- 3-6 years of experience in business development, investment advisory, financial services, or real estate/wealth management.
- Strong communication, presentation, and negotiation skills with a confident client-facing approach.
- Ability to build long-term, trust-based relationships with CAs, advisors, and investors.
- Self-motivated, target-driven, and professional in approach with a high sense of accountability.
- Familiarity with financial products, investment structures, and wealth management solutions is highly desirable.
- Willingness and flexibility to travel for business development purposes when required.

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

Pay: ₹12,000.00 - ₹25,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Flexible schedule
- Internet reimbursement
- Leave encashment
- Paid sick time
- Paid time off
- Provident Fund

Ability to commute/relocate:

- Panchkula, Haryana: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)
- Customer service: 1 year (preferred)

**Language**:

- English (preferred)

Work Location: In person

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