Client Relationship Executive

Job description:

Job Title: Client Relationship Executive

Company: Shree Ji Invest

Location: Kolhe Layout, Plot No. 54, Khadgaon Rd, near Joshi Clinic, Wadi, Nagpur, Maharashtra 440023

Contact: +91 81496 74107 | [email protected]

Job Summary:

Shree Ji Invest is seeking a dynamic and motivated Client Relationship Executive to manage and grow relationships with existing clients while generating new business opportunities. The ideal candidate will have a strong understanding of investment and insurance products and possess excellent communication and client-handling skills.

Key Responsibilities:

Manage and nurture relationships with existing clients to ensure high satisfaction and retention.

Identify and generate new business opportunities through proactive client engagement.

Provide professional guidance on investment products including:

Life Insurance

Health Insurance

General Insurance

Vehicle Insurance

Bond Investments

Mutual Funds

Assist clients in understanding product benefits and investment strategies.

Ensure timely follow-ups and maintain accurate client records.

Coordinate with internal teams to address client queries and resolve issues promptly.

Meet or exceed individual and team sales targets.

Qualifications & Skills:

Minimum 6 months to 1– years of experience in client relationship management, sales, or financial services.

Good knowledge of insurance and investment products.

Excellent communication and interpersonal skills.

Strong problem-solving abilities and customer-centric approach.

Self-motivated with the ability to work independently and in a team.

Salary & Benefits:

Competitive salary ₹10,000 to 20,000 per month with performance-based incentives.

Professional growth opportunities within the company.

Supportive and dynamic work environment.

How to Apply:

Interested candidates may send their resume to [email protected] or contact +91 81496 74107.

Job Type: Full-time

Work Location: In person

Job Type: Full-time

Pay: ₹10,000.00 - ₹20,000.15 per month

Work Location: In person