Job Description
We are looking for a Client Retention Executive who will be responsible for building strong, long-term relationships with our existing clients and ensuring a high level of client satisfaction.
nThe ideal candidate should be confident in communication, proactive in follow-ups, and capable of understanding client requirements and coordinating with internal teams to provide timely solutions.
nKey Responsibilities
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- Maintain regular communication and strong relationships with existing clients.n
- Conduct timely follow-ups with clients regarding their investments, services, documentation, and requirements.n
- Understand client concerns and coordinate with relevant teams for quick resolution.n
- Ensure excellent client experience and improve client retention.n
- Identify opportunities to deepen existing client relationships through relevant financial products and services.n
- Follow up on SIPs, investments, renewals, documentation, and other client-related activities.n
- Maintain accurate client records and follow-up details in CRM/Excel.n




- Handle client queries professionally through phone calls, WhatsApp, and in-person communication.n
- Proactively contact inactive or at-risk clients and understand their concerns.n
- Coordinate with Relationship Managers and other departments for smooth client servicing.n
- Support the team in achieving client retention and relationship-management targets.n

nRequired Skills
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- Excellent verbal and written communication skills.n
- Robust relationship-building and interpersonal skills.n
- Good follow-up and convincing abilities.n
- Customer-focused attitude.n
- Basic knowledge of MS Excel and computer applications.n
- Ability to handle multiple clients and follow-ups efficiently.n
- Positive attitude and willingness to learn.n
- Experience in financial services, mutual funds, insurance, banking, or wealth management will be an advantage.n

nExperience
n1–3 years of experience in cli

📌 Client Relations Specialist (Gadhoda)
🏢 Tirth Group
📍 Gadhoda