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 robust relationships with clients,
understanding their financial needs, and providing suitable product
recommendations.

Requirements

Develop and maintain robust relationships with
recent 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.