Customer Relationship Executive – BFSI
This is an open vacancy with one of our clients.
- Experience
- 0–4 years
- Where
- Gurugram, Noida
- Salary
- ₹3,50,000–₹7,00,000 per year
- Work mode
- On-site, Hybrid
- Employment type
- Full-time
- Qualifications
- Graduate / Postgraduate in a relevant discipline; relevant experience may be considered for some assignments
To apply you need a CV on file.
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About the role
One of our prestigious clients is hiring a Customer Relationship Executive – BFSI to look after a set of customers and help them get the most from financial products. You will be a consistent point of contact, answering questions, spotting new needs and generating leads from within your relationships. It is a good place to build both relationship and sales skills early on.
What you'll do
- Act as the first point of contact for assigned customers on account, product and service questions.
- Reach out to customers proactively to review their needs and suggest products that genuinely fit.
- Generate leads from referrals and existing relationships, then qualify them before taking them forward.
- Resolve routine service requests quickly and escalate complex issues with full context attached.
- Keep customer records current so anyone picking up the account understands its history.
- Track your relationship and sales activity against agreed goals and discuss progress in review meetings.
What you'll bring
- 0–4 years of experience in a customer-facing role in banking, insurance or financial services.
- A graduate or postgraduate degree in a relevant field; relevant experience may count for some assignments.
- Warm, clear communication and the ability to build trust over repeated conversations.
- Genuine interest in sales and comfort working towards defined relationship and revenue goals.
- Organised habits for tracking follow-ups across a large number of customers.
Good to have
- Prior experience in the BFSI sector in a relationship, service or advisory role.
- Familiarity with the basics of deposit, loan and insurance products for retail customers.
- Exposure to working with a CRM system to log customer interactions.