Website:
waksugo.com
Job details:
📌 Job Title: Client Relationship Executive
🏢 Company: Waksugo Services Private Limited
📍 Location: Ahmedabad, Gujarat
💼 Work Mode: Work from Office
📅 Working Days: Monday to Friday (5 Days a Week)
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📖 Job Description (JD)
We are looking for a dynamic, well-spoken, and customer-focused Client Relationship Executive to join our growing team. The ideal candidate will be responsible for managing client relationships, coordinating meetings, handling customer communications, and supporting business operations while ensuring a seamless client experience.
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🎯 Key Responsibilities
• Build and maintain strong relationships with existing and prospective clients.
• Handle inbound and outbound client calls professionally.
• Schedule and coordinate client meetings with advisors and management.
• Follow up with clients regarding meetings, documentation, and service updates.
• Address client queries and provide timely resolutions.
• Maintain accurate client records and update the CRM/database regularly.
• Coordinate with internal teams to ensure smooth execution of client requirements.
• Assist in client onboarding and documentation processes.
• Support day-to-day business operations and administrative activities.
• Communicate professionally through phone calls, emails, and WhatsApp.
• Generate follow-up reminders and ensure timely client engagement.
• Stay updated with the company's financial products and services.
• Maintain confidentiality of client information and company data.
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✅ Required Skills
• Excellent verbal and written communication skills in English and Hindi (Gujarati is an added advantage).
• Soft-spoken with strong interpersonal skills.
• Professional phone etiquette and client handling abilities.
• Strong organizational and coordination skills.
• Ability to multitask and manage priorities efficiently.
• Good knowledge of MS Office (Excel, Word, Outlook).
• Familiarity with CRM software is an advantage.
• Positive attitude with a customer-centric approach.
• Strong follow-up and relationship management skills.
• Basic understanding of financial markets.
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📚 Preferred Knowledge
• Mutual Funds
• SIP (Systematic Investment Plans)
• Insurance Products
• Financial Markets
• Investment Basics
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🎓 Qualification
• Bachelor's degree in Commerce, Business Administration, Finance, Management, or any related field.
• Freshers with excellent communication skills are welcome.
• Prior experience in Client Relationship, Customer Support, Telecalling, Sales Coordination, or Operations will be an added advantage.
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🌟 Why Join Us?
This role offers an excellent opportunity to build a rewarding career in the financial services industry while working in a professional, growth-oriented, and supportive environment.
Click on Apply to know more.