We are looking for a Customer Relationship Executive to manage client communication, assist customers with account-related queries, and ensure smooth service support. This role involves handling existing clients, guiding them through processes, and maintaining proper records — not a hardcore sales role .
Job Details
Location : Kharghar, Navi Mumbai (Work From Office)
Experience Required : 4 to 5 Years Relevant experience in Demat / Insurance / Financial Services Incentives : Up to ₹30,000 + Fixed Salary
This is a full-time, work-from-office role based in Kharghar (Navi Mumbai), Monday to Saturday, 9:00 AM to 6:00 PM .
Key Responsibilities
- Assist clients with Demat & insurance-related queries
- Guide customers through account processes and documentation
- Resolve customer issues politely and professionally
- Maintain proper records and update client details in the system
- Coordinate with internal departments for issue resolution
- Follow up with clients for completion of processes
- Ensure a smooth and positive customer experience
Required Skills :
- Good communication skills (Hindi & English)
- Patience and problem-solving ability
- Organized and detail-oriented working style
- Ability to handle multiple clients calmly
Preferred Background
- Experience in Demat Account / Insurance / BFSI / Financial Services
- Client handling or support experience
- Freshers with relevant internship knowledge can also apply
Work Environment
- Work From Office - Kharghar, Navi Mumbai
- Stable, long-term opportunity
- Support & relationship-handling profile (no field work)
Job Types : Full time, Permanent
Pay: ₹25,000.00 - ₹40,000.00 per month
Benefits :
- Leave encashment
- Paid sick time
Application Question(s):
- NISM Series V-A: Mutual Fund Distributors Certification Examination ?
NISM Series VIII: Equity Derivatives Certification Examination ?