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Client Relations Executive Jobs Opening in InvokHR at Gurgaon-Others, Gurgaon

Client Relations Executive

experience-icon 0 Years
salary-icon 15000 - 25000 Monthly
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Posted: 30 May 24

Job Description


We are hiring for role of Client Relations Executive for one of our financial Client, location Gurgaon Sec 67. ( Preferred - Female Candidates)

Job Description:

As a Client Relations Executive specializing in Mutual Fund and Financial Planning, you will play a crucial role in our client acquisition and retention efforts. Working closely with our sales team, you will be responsible for effectively communicating our range of products and financial planning services to prospective and existing clients.

Key Responsibilities:

  • Outbound Calling: Initiate outbound calls to prospective clients to introduce our mutual fund products and financial planning services. Utilize effective communication techniques to articulate the benefits and features of our offerings.
  • Lead Generation: Identify and qualify potential leads through cold calling, warm calling, and other lead generation strategies. Maintain a high volume of outbound calls to maximize lead generation efforts.
  • Client Relationship Management: Build and maintain strong relationships with existing clients by providing personalized assistance, addressing inquiries, and offering ongoing support regarding mutual fund investments and financial planning.
  • Product Knowledge: Develop a deep understanding of our mutual fund products, investment strategies, and financial planning services. Stay updated on market trends, regulatory changes, and industry developments to provide accurate information and advice to clients.
  • Performance Tracking: Track and report on key performance metrics such as call volume, conversion rates, and revenue generation. Continuously strive to meet and exceed sales targets and performance goals.


  • Bachelor's degree in Finance, Business Administration, Economics, or related field.
  • Proven experience in outbound calling, telemarketing, or sales role, preferably in the financial services industry.
  • Sound knowledge of mutual funds, investment products, and financial planning concepts.
  • Excellent communication skills, both verbal and written in English, with the ability to engage clients effectively over the phone.
  • Strong interpersonal skills and customer service orientation.

More information about this Client Relations Executive Job

Please go through the below FAQs to get all answers related to the given Client Relations Executive job

  1. What are the job requirements to apply for this Client Relations Executive job position?
    • Ans: A candidate must have a minimum of fresher as an Client Relations Executive

  2. What is the qualification for this job?
    • Ans: The candidate can be a Graduate from any of the following: B.Com, BA, BBA/BBM

  3. What are the salary requirements for this job?
    • Ans: The salary range is between 15000 and 25000 Monthly. The Salary will depend on the interview. This Client Relations Executive is a Full Time in Gurgaon.

  4. What is the hiring Process of this job?
    • Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.

  5. This Client Relations Executive is a work from home job?
    • Ans: No ,its not a Work from Home Job.

  6. How many job vacancies are opening for the Client Relations Executive position?
    • Ans: There are immediate 1 job openings for Client Relations Executive in our Organisation.

Job Particulars

Education B.Com, BA, BBA/BBM
Who can apply Freshers
Hiring Process Face to Face Interview, Telephonic Interview
Employment TypeFull Time
Job Id2449968
Locality Address Gurgaon-Others
Country India

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