Client Relationship Executive
2 days ago
- 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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