Customer Relationship Executive in Zirakpur, Panchkula, Chandigarh, New Chandigarh, Chandigarh, Mohali
Sahayak Associates
Date: 1 day ago
City: Panchkula, Haryana
Contract type: Full time

Are you a dynamic individual with a passion for building relationships and delivering exceptional customer service? Sahayak Associates is looking for a Customer Relationship Executive to join our team!
Key Responsibilities
About Company: Sahayak Associates is a wealth management firm that offers a complete range of solutions to help build, manage and preserve wealth for its clients by executing strategies that maximize growth and optimize risk.
At Sahayak, we are determined to offer a seamless customer experience that maintains the highest standards of confidentiality and keeps the interest and financial goals of our customers in mind. Sahayak Associates comprises a team of experienced finance professionals and is one of the fastest-growing wealth management firms in the region handling more than 500 clients at present.
Key Responsibilities
- Develop and maintain strong relationships with clients to ensure their needs are met and expectations exceeded.
- Communicate effectively with clients through various channels such as phone calls, emails, and in-person meetings.
- Utilize effective interpersonal skills to understand and address client concerns and issues promptly.
- Conduct presentations to showcase our products and services and to provide updates on project status.
- Collaborate with internal teams to coordinate client projects and ensure seamless delivery.
- Monitor client satisfaction and feedback to continuously improve our services and offerings.
- Assist in identifying new business opportunities and upselling to existing clients.
About Company: Sahayak Associates is a wealth management firm that offers a complete range of solutions to help build, manage and preserve wealth for its clients by executing strategies that maximize growth and optimize risk.
At Sahayak, we are determined to offer a seamless customer experience that maintains the highest standards of confidentiality and keeps the interest and financial goals of our customers in mind. Sahayak Associates comprises a team of experienced finance professionals and is one of the fastest-growing wealth management firms in the region handling more than 500 clients at present.
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