Job DescriptionWe are looking for a Client Retention Executive who will be responsible for building robust, 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 clientexperience 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
- Strong 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 financialservices, mutual funds, insurance, banking, or wealth management will be an advantage. N

nExperience
n1–3 years

📌 Hiring: Client Relations Specialist (India)
🏢 Tirth Group
📍 India