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
Requirements
- Develop and maintain strong relationships with
new and existing client.
- 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.
Skills Required
- Excellent communication skills
- Convincing and client-facing skills
- Knowledge of financial products, including recurring deposits, fixed deposits, and gold loans
- Ability to build and maintain client relationships
- Ability to identify customer needs and recommend suitable financial solutions
- Ability to achieve sales targets
- Professional query handling and issue resolution skills
- Ability to maintain accurate client records and prepare reports
What We Do
Finovest Group is a financial-services company serving individuals and communities, with experience in retail banking, private equity, project finance, and domestic and international real-estate development. It provides customized financial solutions and supports financial inclusion, particularly in rural India. Its offerings include gold loans, microcredit, real-estate, business, auto, and home loans, alongside broader banking, investment, insurance, and wealth-management services for clients and communities.
