Job Description

Job Title:

Senior Executive - Relationship Management

Job Type:

Full-Time

Location:

Vyttila ,Ernakulam

Salary:

From ₹3,00,000 per annum (based on experience and qualifications)

CONTACT: 6282821643

Job Overview:

We are seeking an experienced, proactive, and customer-focused

Senior Executive - Relationship Management

to nurture and manage relationships with our existing clients. This role involves regular client communication, addressing their needs, providing consistent support, identifying upselling or cross-selling opportunities, and ensuring high levels of satisfaction and retention.

Key Responsibilities:

Serve as the primary point of contact for assigned clients. Maintain consistent communication through calls, emails, or face-to-face meetings. Understand client requirements and provide timely resolutions to their queries or concerns. Offer ongoing support including product/service updates, renewals, and post-sales assistance. Coordinate with internal teams to ensure seamless service delivery. Foster long-term, trust-based client relationships. Identify opportunities for upselling or cross-selling financial products based on client needs. Maintain detailed client records, interaction logs, and feedback reports. Share periodic performance reports (monthly/quarterly) and conduct review discussions with clients. Drive client satisfaction and promote retention through value-driven engagement.

Required Skills & Qualifications:

Bachelor's degree in any discipline. Strong understanding of

Mutual Funds, Stocks, Insurance, and other financial products

. Prior experience in

Client Servicing, Relationship Management, Account Management

, or

Customer Support

. Excellent verbal and written communication skills. Strong interpersonal and conflict-resolution skills. Proficient in

CRM systems

and

Microsoft Office Suite

. Ability to manage multiple clients and priorities effectively. Customer-centric attitude with a focus on delivering value and satisfaction.

Preferred Attributes:

Experience in

broking, financial services, or insurance sectors

. Familiarity with

client lifecycle management

and

retention strategies

. Goal-oriented with a keen eye on

client satisfaction metrics

and service quality.
Job Type: Full-time

Pay: ₹22,000.00 - ₹25,000.00 per month