client relationship executive

15 hours ago


Cochin, Kerala, India Finovest Group Full time ₹ 2,00,000 - ₹ 6,00,000 per year

About Us:

At Finovest Group, were all about helping people manage their money smartly

We offer financial products like Fixed Deposits (FD), Recurring Deposits (RD), Gold Loans, and more to help our clients grow their savings and achieve their financial goals

- What Youll Do

As a Customer Relationship Executive (CRE), youll be the face of our company for our clients

Your job will be to build strong relationships, understand their financial needs, and help them choose the right products that fit their goals
- Youll talk to clients, explain our products, answer their questions, and make sure theyre happy with our services

Plus, youll help us grow by bringing in new customers and keeping existing ones satisfied
- What Youll Be Responsible For

Finding New ClientsReach out to potential customers, understand their financial needs, and introduce them to our products like RD, FD, and Gold Loans
- Helping Existing ClientsBuild strong relationships with current customers, check in regularly, and offer them new financial solutions when needed
- Meeting Sales GoalsWork towards sales targets by promoting our products and cross-selling wherever possible
- Providing Great ServiceAnswer customer queries, help them with account-related issues, and make sure theyre satisfied with our services
- Keeping Things in OrderMake sure all the paperwork is in place and that everything follows legal and company rules
- Staying UpdatedKeep yourself informed about the latest trends in finance so you can give the best advice to our clients
- Requirements

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