Client Relationship Executive

2 days ago


Palakkad, Kerala, India Finovest Group Full time ₹ 40,00,000 - ₹ 80,00,000 per year
  • Finovest Group is seeking a dynamic and customer-focused Client Relationship Executive to join our growing team
  • The ideal candidate will have excellent communication and convincing skills, along with sound knowledge of financial products such as Recurring Deposits (RDs), Fixed Deposits (FDs), Gold Loans, and related services
  • This role involves building and maintaining strong relationships with clients, understanding their financial needs, and providing suitable product recommendations.

Requirements

  • Develop and maintain strong relationships with new and existing clients.
  • Clearly explain financial products (FD, RD, Gold Loans, etc.) and services to clients.
  • Identify customer needs and provide tailored financial solutions.
  • Achieve sales targets for assigned financial products.
  • Handle client queries professionally and resolve issues promptly.
  • Conduct follow-ups to ensure customer satisfaction and repeat business.
  • Maintain accurate client records and prepare daily/weekly reports.
  • Collaborate with internal teams to ensure smooth onboarding and service delivery.


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