Invest4U Solutions is looking for a Client Relationship Executive to communicate with prospective and existing clients, understand their requirements, explain suitable financial solutions, and assist clients throughout their decision-making process.

The role combines client relationship management, lead follow-up, customer service, and business development. The Executive will be responsible for communicating with leads, building client relationships, following up on enquiries, and handling suitable cases independently, with support from Financial Advisors whenever required.

The position is primarily office-based, with occasional local travel for client meetings, document collection, or customer support.

This is an excellent opportunity for candidates who enjoy speaking with people, building relationships, and developing their skills in financial services and client management.

Roles & Responsibilities

Contact prospective clients through phone, WhatsApp, email, and other communication channels.

* Understand the client's requirements, financial goals, and areas of interest.

* Explain relevant investment, insurance, and financial solutions based on the client's requirements.

* Follow up regularly with interested prospects and existing clients.

* Build trust and maintain professional, long-term client relationships.

* Handle client enquiries and assist suitable prospects through the decision-making process.

* Independently handle and close suitable client enquiries wherever possible, with support from Financial Advisors when required.

* Coordinate with Financial Advisors for cases requiring specialized financial advice or additional assistance.

* Schedule consultations and appointments with Financial Advisors when necessary.

* Follow up on proposals, applications, documentation, KYC, renewals, and other pending requirements.

* Assist clients with SIP-related follow-ups, insurance renewals, policy servicing,



and other service requirements.

* Maintain accurate lead and client information, follow-ups, and activities in the CRM.

* Share relevant information, documents, and updates with clients through WhatsApp, SMS, and email.

* Coordinate with internal teams to ensure client requirements are handled smoothly and on time.

* Visit nearby clients when required for meetings, document collection, or customer support.

* Maintain qualified and responsive communication with clients.

* Contribute to the growth of the business through effective client communication, follow-up, and relationship management.

Requirements

* Good communication and interpersonal skills.

* Confidence in speaking with clients over the phone and in person.

* Ability to understand client requirements and communicate clearly.

* Interest in financial services, investments, insurance, or customer relationship management.

* Basic computer knowledge and familiarity with MS Office or CRM software.

* Previous experience in customer service, telesales, sales, banking, insurance, or financial services is an advantage.

* Freshers are welcome to apply.

* Willingness to learn financial products and client-handling skills.

* Willingness to travel locally when required.

* Must have a valid two-wheeler driving licence and access to a two-wheeler for local client visits.

* Ability to work independently as well as part of a team.

Compensation & Benefits

* Salary starting from ₹12,000 per month

* Performance-based incentives for successful client conversions

* Cell phone reimbursement

* Internet reimbursement

* Training and guidance in financial services and client management

* Opportunity to develop sales, communication, and relationship-management skills

* Opportunity for career growth within the organization

Pay: ₹12,000.00 - ₹15,000.00 per month

Benefits:

- Cell phone reimbursement
- Internet reimbursement

Work Location: In person

📌 Client Relationship Executive (India)
🏢 Invest4U Solutions
📍 India