Role & responsibilities

Job Description

We are a financial consultancy engaged in Project Finance, Construction Finance, Working Capital Finance, and other financial advisory services. We are looking for a Client Relationship Executive to handle client communication, follow-ups, business development support, and day-to-day office coordination.

The candidate will be responsible for communicating with potential clients, understanding their basic business and funding requirements, coordinating with the internal team, and maintaining regular follow-ups through calls and messages.

Key Responsibilities
- Make outbound calls to potential clients and existing business contacts.
- Communicate with builders, developers, contractors, and business owners regarding their funding requirements.
- Understand the basic financial and funding needs of prospective clients.
- Send professional messages and follow-ups through WhatsApp, email, and other communication channels.
- Maintain regular follow-up with leads generated through digital marketing activities.




- Coordinate with the business development and finance team for further processing of client requirements.
- Maintain lead records, call reports, follow-up details, and client information.
- Schedule meetings and coordinate discussions between clients and senior consultants.
- Assist in preparing and organizing basic client documents and information.
- Support general office coordination and administrative activities as required.
- Perform other office-related responsibilities assigned by the management.

Preferred candidate profile
- 1 to 5 years of experience in telecalling, customer relationship management, client coordination, inside sales, or business development.
- Candidates with experience in insurance companies, banking, NBFCs, financial services, loan sales, or customer service will be preferred.
- Experience in night-shift insurance/BPO customer service or sales processes can also be considered.
- Valuable communicatio

📌 Customer Relationship Executive (Bengaluru)
🏢 Capfortune Consultancy Services
📍 Bengaluru