Customer Relationship Executive

JOB
DESCRIPTION – CUSTOMER RELATIONSHIP EXECUTIVE

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.