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Client Relationship Executive

HFI Wealth Creators Pvt. Ltd.
0 to 4 Years
Delhi(Dwarka )
Job is expired
Posted on 22 Dec 18
Job DescriptionLast Date 15 Jan 19

Job Summary

  • Position: Customer Relationship Executive (CRE)
  • No. of Positions: One (1). Preferably a female though suitable males are also encouraged to apply.
  • Company: HFI Wealth Creators Pvt Ltd (Brand name: Hum Fauji Initiatives)
  • Location: Dwarka, New Delhi
  • Salary Expectation: Best in the industry along with performance-based incentives. Higher start may be considered for a deserving candidate.

Responsibilities and Duties

  •  The selected person should be able to grasp financial terminologies and would be responsible for telephonically connecting with potential clients who’ve approached the company for availing the financial and other services of the company.
  •  The potential clients would need to be explained company’s products and services and how they would benefit them. Their simple doubts about the financial services and products would need to be clarified to them. Communication needs to be done respectfully and politely at all times.
  •  The potential clients would need to be followed up regularly in a subtle and decent manner till they are converted as clients. A record of such interactions would need to be kept on computers.
  •  Preparation of appropriate marketing strategies to convert the prospects and implementing them is an important part of the job.
Required Experience, Skills and Qualifications
  • Qualification: Minimum graduate. Graduate in a Finance or Marketing field would be given a preference.
  • Excellent communication skills and convincing power. A good understanding of human behavior, positive attitude towards client service, maturity and soft-spoken demeanor are non-negotiables. A fair command over spoken English is desirable.
  • Experience: 1-4 years in a similar job

Job Type

Interview Type

Face to Face Interview

Company Description
✓ Hum Fauji InitiativesTM (brand name of HFI Wealth Creators Pvt Ltd) operates in the niche clientele space of Armed Forces officers (serving & retired) and their close relatives only. It is an ISO 9001:2015 certified company.
✓ We undertake comprehensive financial planning and investments in mutual funds, bonds, fixed deposits, and real-estate, and also undertake income tax filing. The product and service portfolio is being constantly expanded.✓ We place UTMOST emphasis on ethics, values and client service, and these are what guide our core philosophy of business. We expect our team members to abide by these values always and all the time. The company has an absolute Zero Tolerance policy on these issues. 
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