Fresher Client Relationship Executive Jobs

CRM Executive OpportunityWork profile: Telecalling & client acquisition CRM handling & follow-up KYC assistance Bank Account Opening Demat Account Credit Card Loan & Banking Consultancy Customer support & documentationInterested candidates contact karein for more details.

Customer Relationship ExecutiveLocation: JaipurJob Type: Full-Time On-SiteExperience: 0-2 YearsIndustry: BFSI / Stock Broking / FintechCompany OverviewRight Flair helps investors trade smarter and invest better by providing clear guidance and practical services across their investment journey. From demat and trading account setup to mutual funds and insurance, we support clients in building and protecting their wealth.We focus on simplifying financial decisions so clients can invest with confidence. Trust, transparency, and long-term client relationships are at the heart of our approach.Job SummaryWe are looking for an organized, proactive, and client-focused *Operations & Customer Relationship Executive* to manage day-to-day client operations and relationship activities.The role will act as a bridge between clients and the trading/operations teams. The candidate will be responsible for onboarding new investors, activating existing clients, assisting customers with account-related queries, resolving service issues, maintaining accurate client records, and supporting lead conversion activities.This role involves regular client communication, follow-ups, outbound calling, and tracking activation/conversion targets.Key Responsibilities* Call and engage with existing clients to encourage regular trading and investment activity.* Onboard new customers and guide them through KYC, demat, and trading account opening processes.* Assist customers in understanding and navigating the trading application.* Follow up with leads generated through marketing and targeted campaigns and convert them into active accounts.* Maintain and regularly update client records in *Excel/CRM*, including call logs, activation status, follow-ups, and customer information.* Handle client queries and escalations and coordinate with relevant teams for timely resolution.* Coordinate onboarding and activation activities with Sales, Compliance, Operations, and Back-Office teams.* Track daily and weekly calling, activation, and conversion numbers and share regular reports with management.* Ensure client documentation and records are complete, accurate, updated, and compliant with internal processes.* Support account-related queries such as fund transfers, account statements, password resets, KYC updates, and other service requests.* Maintain professional communication with clients and contribute to a positive customer experience.* Follow company policies and applicable compliance requirements while handling client information and documentation.Requirements & QualificationsEducation* Graduate in any discipline.* Commerce, Finance, Economics, or related background will be preferred.Experience* 0-2 years of experience in operations, back-office, customer service, client servicing, or relationship management.* Experience in *BFSI, stock broking, fintech, banking, or financial services* will be an advantage.* Freshers with strong communication, organizational, and customer-handling skills are welcome.Required Skills* Good verbal and written communication skills.* Comfortable with outbound calling, client follow-ups, and target-based activities.* Working knowledge of MS Excel, including data entry, sorting, filtering, and basic formulas.* Familiarity with CRM tools and maintaining customer records.* Basic understanding of KYC, demat accounts, trading accounts, and investment processes.* Strong attention to detail and documentation skills.* Good problem-solving and coordination abilities.* Ability to handle multiple tasks and customer escalations calmly and professionally.* Willingness to work in a full-time, on-site role in Jaipur.Nice to Have* Experience using trading platforms such as Zerodha, Groww, Angel One, Upstox, or similar platforms.* Basic knowledge of equity markets, mutual funds, or other investment products.* NISM certification or equivalent certification.* Previous experience handling client activation or conversion targets.Key Performance Indicators (KPIs)The selected candidate may be evaluated based on:* Client activation rate* Lead-to-account conversion* Calling and follow-up activity* Customer query resolution time* Client onboarding completion* Accuracy of CRM/Excel records* Documentation and process compliance* Customer service qualityWhy Join Right Flair?* Opportunity to build a career in the *BFSI and investment services industry*.* Exposure to client relationship management, investment operations, and financial products.* Opportunity to develop skills in customer success, operations, and financial services.* Dynamic and learning-oriented work environment.Interested candidates can apply with their updated resume.

We are seeking a motivated Real Estate Sales Executive to join our team in Bangalore. This role is suitable for recent graduates with a passion for real estate and a desire to grow their careers in sales.Key Responsibilities:1. Client Engagement: Build and maintain strong relationships with clients to understand their real estate needs and preferences, guiding them through the buying or leasing process.2. Property Listings: Assist in preparing and presenting property listings, ensuring all relevant information is accurately conveyed to potential buyers.3. Market Research: Conduct market analysis to stay informed about property trends and pricing, enabling you to provide clients with valuable insights and advice.4. Sales Support: Collaborate with colleagues to coordinate property viewings and consultations, ensuring a smooth and professional experience for clients.5. Documentation: Manage all necessary paperwork related to property transactions, ensuring compliance with legal and regulatory requirements.Required Skills and Expectations:Candidates should have excellent communication and interpersonal skills, allowing them to effectively interact with clients and team members. A strong understanding of sales techniques and negotiation skills will be beneficial. Attention to detail and the ability to manage multiple tasks in a fast-paced environment are crucial for success. As this is an office-based position, candidates must be willing to work from the office in Bangalore. Enthusiasm for real estate and a proactive attitude towards learning are essential attributes for this role.

We are looking for a confident, well-spoken, and professional Female Client Relationship Manager to join our real estate office in Greater Noida. In this role, you will act as the first point of contact for clients, manage property inquiries, qualify leads, and coordinate site visits.

Sir as Discuss Requirements of Client Relations Executive in Aizawl1) Salary :- 15 Thousand per Month2) Graduation Mandatory3) Two Wheeler4) He / She Will Be Known Hindi English and Local Language Must Know.

We are looking for a Key Account Executive to join our team in MIDC Ahilyanagar. This role focuses on building and maintaining strong relationships with key clients while managing their accounts efficiently.Key Responsibilities:- Client Relationship Management: Establish and nurture long-term relationships with key clients to ensure their satisfaction and loyalty.- Account Monitoring: Regularly review client accounts to identify needs and opportunities for upselling or cross-selling services.- Communication: Serve as the main point of contact for clients, addressing inquiries and resolving issues promptly to maintain a positive client experience.- Reporting: Prepare and present regular reports on account status, sales performance, and market trends to the management.- Collaboration with Teams: Work closely with internal teams like sales, marketing, and customer service to align strategies and improve service delivery.- Market Research: Gather insights on industry trends, competitors, and customer preferences to help shape client strategies.Required Skills and Expectations:- Strong Communication Skills: Ability to convey information clearly and effectively, both verbally and in writing.- Problem-Solving Ability: Capability to identify issues quickly and come up with practical solutions that benefit both the client and the company.- Basic Computer Proficiency: Familiarity with standard office software and tools is essential for managing accounts and communication.- Attention to Detail: Ability to manage multiple accounts effectively while ensuring accuracy and thoroughness in all interactions.- Team Player: A collaborative mindset to work efficiently with various teams towards common goals.- Willingness to Learn: Openness to receive feedback and a strong desire to grow professionally within the role.

Job DescriptionWe are looking for a CRM Executive who will be responsible for managing customer relationships, handling customer queries, ensuring timely follow-ups, and maintaining accurate customer records.Key Responsibilities. Manage and update customer information in the CRM system.. Handle customer enquiries, complaints, and requests professionally.. Follow up with customers through calls, emails, and WhatsApp.. Maintain strong relationships with existing and potential customers.. Coordinate with the Sales, Marketing, and Operations teams.. Track leads, customer interactions, follow-ups, and conversions.. Ensure timely resolution of customer issues.. Monitor customer satisfaction and support customer retention.. Prepare daily, weekly, and monthly CRM reports.. Maintain accurate and confidential customer records.Required Skills. Excellent communication and interpersonal skills.. Good customer-handling and follow-up skills.. Basic knowledge of CRM software and MS Office.. Strong organizational and problem-solving abilities.. Ability to work independently and as part of a team.. Customer-focused and positive attitude.Key SkillsCustomer Relationship Management Customer Service Follow-up Communication CRM Software Lead Management Reporting Coordination

As a CRM Executive, your primary role will be to manage customer relationships and improve satisfaction levels through effective communication and support.Key Responsibilities:- Customer Data Management: Maintain and update customer information in the CRM system to ensure accurate records are available for analysis and follow-up actions.- Support Customer Queries: Respond to customer inquiries via email or phone, providing solutions or guidance, to enhance their overall experience with the company.- Prepare Reports: Generate regular reports on customer interactions and feedback to identify trends and areas for improvement, aiding in strategic decision-making.- Coordinate Marketing Activities: Assist the marketing team in executing campaigns and promotions, ensuring that the right messages reach the right audience.- Feedback Collection: Gather customer feedback on products and services through surveys or direct interactions, helping to inform product development.Required Skills and Expectations:Candidates should possess a Bachelors degree, preferably in a relevant field. Good communication skills are essential, enabling you to engage effectively with customers. Attention to detail is crucial for maintaining accurate records and generating insightful reports. A proactive attitude and a willingness to learn about customer relationship management systems will help you succeed. Basic knowledge of CRM software and an understanding of customer service principles will be advantageous. Being able to work collaboratively in a team and adapting to changing priorities are also important for this role. As this position is open only to female candidates, applicants must be comfortable working in a full-time office environment in Delhi.

Calling /Tele caller*Hero Globe Agencies preet vihar acchega hapur is hiring energetic individuals to join our sales team in Hapur, Uttar Pradesh.Walk-In Interview: Sunday to friday Interview Timings: 11:00 AM to 2:00 PMWhat to Bring: Updated Resume (CV),Aadhar card ,Pan cardQualification: 12th pass or Graduate

We are seeking a dedicated and enthusiastic female HR Cum Business Development Executive to join our team in Coimbatore. This role combines human resources responsibilities with business development initiatives, supporting company growth and employee management.Key Responsibilities:1. Recruitment and Selection: Engage in sourcing, interviewing, and selecting candidates to ensure a strong talent pipeline that meets organizational needs.2. Employee Onboarding: Facilitate the onboarding process for new hires, ensuring they are well-integrated into the company culture and understand their roles.3. Training Coordination: Assist in identifying training needs and organizing training programs to enhance employee skills and support career development.4. Business Development Support: Collaborate with the business development team to identify new opportunities, conduct market research, and assist in preparing proposals.5. Client Relationship Management: Maintain communication with clients, help understand their needs, and support the development of long-term relationships to drive business growth.Required Skills and Expectations:The ideal candidate should possess excellent communication and interpersonal skills, with a strong ability to multitask in a fast-paced environment. Critical thinking and problem-solving abilities are essential to effectively address challenges. A proactive attitude towards learning and personal development will be highly valued. Candidates should also be detail-oriented, with a strong understanding of HR practices and business development strategies. Basic proficiency in MS Office and familiarity with HR software will be an advantage.

We are looking for a motivated Business Development Executive to promote and sell S&N Enterprise's cleaning and hygiene products. The role involves visiting retailers, distributors, hotels, restaurants, hospitals, and other businesses to generate new orders, build long-term customer relationships, and achieve monthly sales targets. Candidates should have good communication skills, a positive attitude, and a willingness to travel for field sales.

Financial Services Executive (Sales, Operations & Stock Market Dealer)Company: AMOLAKSHAYA TRADE AND CREDIT PVT LTDLocation: Chatribari, Guwahati, AssamJob Type: Full-Time PermanentExperience: Fresher to 2 YearsEducation: Graduate (Minimum)About UsEstablished in 2001, AMOLAKSHAYA TRADE AND CREDIT PVT LTD has successfully completed 25 years of trusted service in the financial services industry. We provide comprehensive financial solutions and have built lasting relationships through integrity, professionalism, and client-centric service.Our Services- Stock Broking (Equity, F&O, Commodity & Currency)- Mutual Funds- IPO Investments- Demat & Trading Accounts- Life & Health Insurance- Financial Planning & Wealth ManagementJob OverviewWe are looking for a dynamic, customer-focused, and proactive Financial Services Executive to support our sales, client servicing, operations, and stock market dealing activities. This is an excellent opportunity for candidates looking to build a long-term career in the financial services industry.Key Responsibilities- Generate new business through referrals, telecalling, networking, and client meetings.- Build and maintain strong relationships with existing and prospective clients.- Promote Demat & Trading Accounts, Mutual Funds, IPOs, Life Insurance, Health Insurance, and other financial products.- Execute Equity, F&O, Commodity, and Currency trades as per client instructions.- Process Mutual Fund transactions and assist with Demat account opening.- Coordinate insurance renewals, documentation, and investment-related processes.- Resolve client queries and provide prompt after-sales support.- Maintain client records using CRM and MS Excel.- Coordinate with exchanges, AMCs, insurance companies, and internal teams for seamless operations.- Ensure compliance with regulatory guidelines and internal policies.Desired Skills- Good communication and interpersonal skills.- Customer-oriented with a proactive approach.- Basic knowledge of MS Office and email.- Strong logical thinking and attention to detail.- Sales aptitude with excellent follow-up skills.- Willingness to learn and grow in the financial services industry.Eligibility- Graduate in any discipline.- Freshers are welcome to apply.- Experience in Banking, Stock Broking, Mutual Funds, Insurance, or Financial Services will be an advantage.- NISM Certification (or willingness to obtain it after joining) will be an added advantage.

Position: Client Relationship Assistant (CRA)Responsibilities: Call new leads WhatsApp communication CRM updates Schedule meetings Follow-up with leads Daily reporting Support the founder during the sales process

We are looking for a dedicated CRM Executive to manage customer relationships and improve satisfaction. This role is ideal for motivated individuals who enjoy interacting with customers and have a passion for service. Key Responsibilities:1. Customer Interaction: Communicate with customers to understand their needs, address inquiries, and resolve issues promptly, ensuring a high level of satisfaction.2. Data Management: Maintain and update customer records in the CRM system, ensuring accurate information is available for better service and follow-ups.3. Reporting: Prepare reports on customer feedback and interactions to identify trends and areas for improvement, helping enhance the overall customer experience.4. Collaboration: Work closely with other teams, such as sales and marketing, to support initiatives aimed at attracting new customers and retaining existing ones.Required Skills and Expectations:Candidates should possess excellent communication skills, both verbal and written, to effectively engage with customers. Strong attention to detail is crucial for maintaining precise customer records. Candidates must be tech-savvy, with a basic understanding of CRM software and customer service practices. A positive attitude and a proactive approach to problem-solving are essential in this role, as well as the ability to work independently in a remote setting. A commitment to providing outstanding service is expected as you represent the company in all customer interactions. This role is open to females with varying levels of experience, from fresh graduates to those with up to six years in a related field.

As a Client Relationship Manager, you will play a vital role in maintaining and enhancing relationships with our clients. Your primary responsibility will be to ensure a high level of customer satisfaction and service. Key Responsibilities:- Manage Client Accounts: Serve as the main point of contact for clients, addressing their queries and providing assistance to build trust and rapport.- Monitor Client Satisfaction: Regularly check in with clients to understand their needs and concerns, ensuring they feel valued and heard.- Coordinate Communication: Facilitate effective communication between clients and internal teams, ensuring that client expectations are clearly understood and met.- Provide Product Support: Assist clients in understanding our products and services, making sure they can utilize them to their fullest potential.- Gather Feedback: Collect and report client feedback to help improve services and address any areas of concern.Required Skills and Expectations:- Candidates should be female, with a minimum education of 12th grade. - Strong communication skills are essential for effective interaction with clients and internal teams.- A customer-oriented mindset is important, with an eagerness to help clients and resolve issues quickly.- Basic computer skills and familiarity with office software will help in managing client data and communication efficiently.- Ideal candidates will be proactive, detail-oriented, and possess good organizational skills to manage multiple client accounts effectively.- Previous experience in customer service or related roles is a plus, but not mandatory; candidates with a passion for client relations are encouraged to apply.

We are looking for freshers to join our team for Immigration process executive who has excellent communication skills.The candidate must be very active and interact with the clients for Documents verification

- Build, maintain, and manage a structured database of prospective and active suppliers interested in joining Ride.Rent.- Reach out to suppliers via phone, email, and chat to introduce and explain our products, services, and value proposition.- Educate suppliers on how the platform works, the benefits of joining, commercial terms, and the onboarding process.- Consistently follow up to nurture leads and convert them into active, onboarded suppliers.- Plan and run supplier acquisition campaigns across all Indian states to attract and onboard new suppliers.- Track outreach activity, conversion rates, and pipeline health; maintain accurate records and report on key acquisition metrics.- Coordinate with internal teams (operations, marketing, product) to improve the onboarding experience and remove blockers.- Gather supplier feedback and regional market insights to refine the acquisition strategy state by state.

Explain project details, pricing, and benefits to clients clearly and professionally. Visit clients and sites as required to support the sales process. Coordinate with internal teams. Bike mandatory

We are looking for a CRM Executive to join our team in Andheri East. This is a full-time position suitable for fresh graduates or those with up to one year of experience.Key Responsibilities:- Manage Customer Relationships: Maintain and nurture relationships with clients to enhance customer satisfaction and loyalty.- Data Entry and Management: Accurately enter and update customer information in the CRM system to ensure data integrity and accessibility.- Support Sales and Marketing Teams: Collaborate with these teams by providing them with customer insights and data that can help improve their strategies and outreach.- Respond to Customer Inquiries: Address customer questions and concerns promptly and effectively, providing excellent service to maintain a positive company image.- Monitor Customer Feedback: Collect and analyze customer feedback to identify areas for improvement in service and product offerings.Required Skills and Expectations:Candidates should have a B.Sc degree and possess strong communication skills to effectively interact with customers and team members. Basic knowledge of CRM software would be an advantage. Attention to detail is crucial, as this role involves managing significant amounts of customer data. Adaptability and a willingness to learn are also important, as the candidate will be working in a dynamic environment. A proactive attitude towards problem-solving and a desire to contribute to team goals will be highly valued.

Job DescriptionOffer consultation services to prospective clients regarding visa options, assessing their eligibility and suitability for various visa types. Consultations are conducted via email, phone, and in-person meetings.Assist with visa application processes, including preparation and submission of documents.Provide clients with accurate and timely information regarding application status.Stay updated on immigration laws, policies, and regulations for different countries.Consult with clients to understand their immigration goals and provide tailored solutions.Maintain client records and ensure confidentiality.Target oriented & self motivated

We are seeking a dedicated Client Relationship Executive to join our team in Guwahati. This role is perfect for individuals looking to start their career in client relations. Key Responsibilities:- Manage Client Interactions: Maintain regular communication with clients to understand their needs and build strong relationships, ensuring they feel valued and heard.- Address Client Queries: Serve as the main point of contact for client questions and concerns, providing timely and accurate answers to enhance satisfaction.- Support Account Management: Assist in managing client accounts by keeping records updated and ensuring all transactions are processed smoothly.- Gather Feedback: Collect client feedback and insights to help improve our services, ensuring we meet and exceed client expectations.- Promote Services: Introduce new services or offerings to clients, contributing to business growth and encouraging increased usage of our services.Required Skills and Expectations:- Strong communication skills: You should be able to clearly convey information and understand client needs effectively.- Interpersonal skills: Building relationships is key, and you should be comfortable interacting with diverse clients.- Problem-solving aptitude: Being proactive in addressing issues ensures smooth client interactions and satisfaction.- Attention to detail: A meticulous approach is needed to manage client records and ensure accurate service delivery.- Basic knowledge of Microsoft Office: Familiarity with tools like Word and Excel will help in maintaining records and reports effectively.This is a full-time role based in the office, making it ideal for those who thrive in a collaborative environment.