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Finovest Group
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CLIENT RELATIONSHIP EXECUTIVE

CLIENT RELATIONSHIP EXECUTIVE

Finovest Group

3 - 5 years

1 - 3 Lacs

thrissur thrissur

Posted:2 days ago| Platform:

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Skills Required

customer service investment products sales cre client relationship customer relationship business development cross selling customer support client relationship management sales executive activities relationship management wealth management

Work Mode

Work from Office

Job Type

Full Time

Job Description

A Client Relationship Executive (CRE) at Finovest Group is responsible for managing and nurturing relationships with clients to ensure their financial needs are met
This role involves understanding clients financial goals, providing personalized investment solutions, and delivering exceptional customer serviceKey responsibilities may include:Developing and maintaining strong relationships with clients

Identifying clients financial objectives and recommending appropriate investment products and services

Providing regular portfolio reviews and updates to clients

Addressing client inquiries and resolving any issues promptly

Collaborating with internal teams to ensure seamless service delivery

Staying updated on financial market trends and product offerings

Requirements
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CLIENT RELATIONSHIP EXECUTIVE