Customer Relationship Executive

Company: Ashutosh Financial Services Pvt. Ltd (Male)

Position: Client Relationship Executive

Qualification: Graduation

Experience: 2-3 Years

Location: Rajkot, Gujarat

Job Summary

As a Client Relationship Executive (CRE) in the finance sector, you will be responsible for

building and maintaining strong relationships with clients, ensuring their financial needs are

met with tailored solutions. While primarily office-based, this role requires occasional visits to

client sites to provide personalized service and foster long-term partnerships.

Key Responsibilities

• Client Engagement & Relationship Management:

o Develop and nurture relationships with high-net-worth individuals (HNIs) and corporate clients.

o Understand clients' financial goals and provide appropriate investment solutions.

o Conduct regular meetings, including occasional on-site visits, to assess client satisfaction and address concerns.

• Financial Advisory & Sales:

o Offer insights on market trends and investment opportunities.

o Cross-sell and up-sell financial products and services based on client needs.

o Achieve sales targets and contribute to the company's revenue growth.

• Operational Excellence:

o Ensure timely processing of client transactions and documentation.

o Collaborate with internal teams to deliver seamless service.

o Maintain accurate records of client interactions and transactions.

• Compliance & Risk Management:

o Adhere to regulatory guidelines and company policies.

o Ensure confidentiality and security of client information.

o Stay updated on compliance requirements and industry best practices.

Key Skills:

o Strong interpersonal and communication abilities.

o Proficiency in CRM software and MS Office Suite.

o Analytical mindset with attention to detail.

o Ability to work independently and manage schedules for occasional client site visits.

Preferred Attributes:

• Fluency in English

• Understanding of financial products like mutual funds, insurance, and investment portfolios.

• Customer-centric approach with a focus on delivering value during both in-office and on-site engagements.

• It is a Full Time Sales / Business Development job for candidates with 1 - 6+ years Experience.

More about this Customer Relationship Executive job

1. What is the eligibility criteria to apply for this Customer Relationship Executive job?
   Ans: The candidate should be Graduate and above and above with 1 - 6+ years Experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹22000 - ₹23000 per month that depends on your interview. It's a Full Time job in Rajkot.
3. How many working days are there for this Customer Relationship Executive job?
   Ans: This Customer Relationship Executive job will have 6 working days.
4. Are there any charges applicable while applying or joining this Customer Relationship Executive job?
   Ans: No, there is no fee applicable for applying this Customer Relationship Executive job and during the employment with the company, i.e., SENSYS TECHNOLOGIES PRIVATE LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Customer Relationship Executive role?
   Ans: There is an immediate opening of 5 Customer Relationship Executive at SENSYS TECHNOLOGIES PRIVATE LIMITED
7. Who can apply for this job?
   Ans: Only Male candidates can apply for this Sales / Business Development job.
8. What are the timings of this Customer Relationship Executive job?
   Ans: This Customer Relationship Executive job has 10:00 AM - 06:30 PM timing.