Customer Relationship Executive

18,000 - 26,000 /month*

Victa Earlyjobs Technologies Private Limited

Malad (West), Mumbai

₹2,000 incentives included

0 - 5 years Experience in Sales / Business Development

50 Openings

Incentives included

Full Time

Skills Required

Cold Calling

Computer Knowledge

Lead Generation

MS Excel

Wiring

Job Highlights

Sales Type: B2B Sales

12th Pass and above

All genders

09:00 AM - 06:00 PM | 6 days working

Job Benefits: PF

PAN Card, Aadhar Card, Bank Account

Job Description

Job Summary

We are looking for a dynamic and customer-focused Customer Relationship Executive to build and maintain strong relationships with clients. The ideal candidate will assist customers with their life insurance and investment needs, provide financial product information, and ensure exceptional service while achieving business targets.

Key Responsibilities

Build and maintain long-term relationships with existing and prospective clients.

Understand clients' financial goals and recommend suitable life insurance and investment solutions.

Handle customer inquiries, policy servicing, renewals, and claim assistance.

Generate leads through referrals, networking, and existing customer relationships.

Cross-sell and up-sell insurance and investment products.

Conduct regular follow-ups to ensure customer satisfaction and retention.

Maintain accurate client records and update CRM systems.

Coordinate with internal teams to ensure timely policy issuance and service delivery.

Stay updated on insurance products, investment options, and industry regulations.

Achieve monthly sales and customer service targets.

Required Skills

Excellent communication and interpersonal skills.

Strong relationship-building and negotiation abilities.

Customer-centric approach with problem-solving skills.

Basic understanding of life insurance and investment products (preferred).

Ability to work in a target-driven environment.

Proficiency in MS Office and CRM software.

Other Details

It is a Full Time Sales / Business Development job for candidates with 0 - 5 years of experience.

More about this Customer Relationship Executive job

What skills and experience do you need for this Customer Relationship Executive job?
Ans : To apply for this Customer Relationship Executive job, candidates should have skills like Cold Calling, Computer Knowledge, Lead Generation, MS Excel, Wiring along with 0-5 years of experience.
What salary is offered for this Customer Relationship Executive job?
Ans : The salary for this Customer Relationship Executive job ranges between ₹18,000-₹26,000 per month.
What are the working days and timings for this job?
Ans : This Customer Relationship Executive job has 6 days working days and timings from 09:00 AM - 06:00 PM.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Malad (West), Mumbai.
How many openings are available for this position?
Ans : There are 50 openings available for this position.
Is this job open for all genders?
Ans : Yes, this Customer Relationship Executive job is open for both male and female candidates.
What does the role of Customer Relationship Executive involve?
Ans : As a Customer Relationship Executive, your work will involve skills like Cold Calling, Computer Knowledge, Lead Generation, MS Excel, Wiring. This role is part of Sales / Business Development category.
Where is this job located?
Ans : This Customer Relationship Executive job is located in Malad (West), Mumbai.
What kind of candidate is ideal for this job?
Ans : A candidate with skills like Cold Calling, Computer Knowledge, Lead Generation, MS Excel, Wiring along with 0-5 years of experience is ideal for this Customer Relationship Executive job.
Why should you apply for this Customer Relationship Executive job?
Ans : This Customer Relationship Executive job offers a salary between ₹18,000-₹26,000 per month. This is a Full Time opportunity and has 50 openings available.