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 Setting
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
Advantages :
Leave encashment
Paid sick time
Application Question(s):
NISM Series V-A: Mutual Fund Distributors Certification Examination ?
NISM Series VIII: Equity Derivatives Certification Examination ?