We are hiring a Client Relationship Executive to manage and strengthen relationships with clients by providing support, resolving queries, and promoting financial products and services. The role involves regular communication, client retention, and ensuring high levels of customer satisfaction.
We are looking for a proactive and customer-focused Client Relationship Executive to join our finance team. The ideal candidate will be responsible for building and maintaining strong relationships with clients, understanding their financial needs, and ensuring satisfaction through personalized service and prompt support.
This role involves managing post-sales support, addressing client queries, promoting additional financial products, and contributing to long-term client retention. Candidates must have excellent communication skills, a client-first mindset, and a basic understanding of financial services.
Build and manage strong, long-term relationships with clients
Understand client needs and provide relevant financial product recommendations
Handle inquiries related to loans, insurance, investments, or other services
Provide post-sales support including documentation, issue resolution, and follow-ups
Promote cross-selling and up-selling opportunities through trust-based engagement
Maintain accurate records of interactions and feedback
Ensure high levels of customer satisfaction and loyalty
Coordinate with internal teams to deliver seamless service and timely updates
Monitor client accounts and assist with renewals or new offerings
Bachelor's degree in Finance, Business, or a related field
1–3 years of experience in client servicing or sales (preferably in the finance sector)
Strong verbal and written communication skills
Good understanding of financial products and customer relationship practices
Problem-solving attitude with attention to detail
Proficient in MS Office and CRM tools
Opportunity to grow in the dynamic finance sector
Incentive-based earnings and recognition
Supportive work environment with career development opportunities
Exposure to a wide range of financial services
📧 Send your updated resume to: nit@recrute-india.com
📲 For more details, contact: +91 85305 69104