Position - Executive Relation Management
No of openings - 1
Job Summary:-
We are looking for an experienced proactive and customer-focused Client Management Executive to maintain strong relationships with our existing clients. The role involves regular communication, addressing client needs, providing ongoing support, identifying up selling or cross-selling opportunities, and ensuring overall client satisfaction and retention.
Key Responsibilities:
Act as the primary point of contact for assigned existing clients.
Maintain regular communication via phone, email, or in-person meetings.
Address and resolve client queries, concerns, or complaints promptly.
Provide product/service updates, renewals, and post-sales support.
Collaborate with internal departments to ensure smooth service delivery.
Build long-term trust-based relationships with clients.
Identify potential for cross-selling or upselling based on client needs.
Maintain updated client records, feedback, and interaction logs.
Share monthly/quarterly reports and review feedback with clients.
Ensure high levels of client satisfaction and retention.
Required Skills \& Qualifications:
Any Bachelor’s degree
Strong Knowledge about Mutual Funds, Stocks, Insurance asn other financial products.
Proven experience in client servicing, account management, or customer support.
Excellent communication and interpersonal skills.
Strong problem-solving and conflict-resolution abilities.
Proficient in CRM software and MS Office.
Ability to multitask, prioritize, and manage time effectively.
Customer-oriented mindset with a focus on delivering value.
Preferred Attributes:
Experience in broking, financial services, insurance, etc.
Knowledge of client lifecycle management and retention strategies.
Goal-driven with attention to client satisfaction metrics.
Contact: 7306885693
Job Type: Full-time
Pay: ₹10,000.00 - ₹15,000.00 per month
Application Question(s):
Do you have any experience in client handling, account management or customer support ?
Work Location: In person