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Customer Relationship Executive
GrowthNest HR Services Private Limited's logo

Customer Relationship Executive

1 - 3 yrs
₹2.5L - ₹3L / yr
Navi Mumbai
Skills
NISM
Sales
Mutual funds

Customer Relationship Executive – Outbound


Location: Ghansoli, Navi Mumbai

Work Mode: Work From Office (WFO)

Experience: 6 Months – 1 Year (Outbound Calling / Sales – Mandatory)

Education: Graduate in any discipline

CTC: ₹26,000 per month

In-Hand: ₹22,000 per month

Working Days: 6 Days a Week

Weekly Off: 1 Day

Shift: Rotational shifts between 8:00 AM – 8:00 PM


About the Process

The Wealth Mutual Fund outbound process involves engaging with customers to promote Mutual Fund products, explain portfolio options, drive conversions, and support customers throughout their wealth-related journey.


Key Responsibilities

  • Make outbound calls to customers to explain Mutual Fund offerings under the Wealth portfolio.
  • Understand customer investment goals and align suitable Mutual Fund products accordingly.
  • Build and maintain strong customer relationships through professional communication.
  • Deliver high-quality sales pitches and handle customer objections effectively.
  • Maintain accurate CRM documentation and follow-up records.
  • Meet sales, productivity, and call quality targets consistently.
  • Ensure adherence to compliance, regulatory norms, and audit requirements.


Required Qualifications & Experience

  • Graduate in any discipline.
  • 6 months – 1 year of experience in an outbound calling or sales process is mandatory.
  • Excellent English communication skills.
  • Strong verbal communication and persuasion skills.
  • Ability to drive sales through advisory-based conversations.
  • Good understanding of Wealth / Mutual Fund processes is preferred.
  • Ability to handle customer objections confidently.
  • Target-driven, self-motivated, and disciplined.
  • Basic computer proficiency for CRM and documentation.


Additional Benefits

Joining Bonus – ₹10,000 for NISM 5A Certified Candidates

  • ₹5,000 after successful completion of 30 days.
  • ₹5,000 after successful completion of 60 days.


Selection Process

  • Versant Score: 4 & 5
  • HR Round
  • Operations Round

Important

Candidates should be comfortable working from the Ghansoli, Navi Mumbai office and working in rotational shifts within the 8:00 AM – 8:00 PM window.

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About Startek

Founded :
2017
Type :
Services
Size
Stage

About

For more than 25 years we’ve held an organization-wide conviction, that it’s our job to be the front line promoting and protecting your brand. Some of the world’s most prominent industry leaders, from telecommunication giants to technology power houses entrust STARTEK to uphold their reputations and to safe-guard their hard-won customers. We work around the clock, around the world, and with great determination to ensure every customer interaction is one that authentically matters. It’s on this front line, in the moments of direct, person-to-person engagement, where the battle for customer loyalty lives or dies, and why we take our responsibility so seriously. Every one of our centers has a program dedicated to improving and supporting the communities they are a part of through direct involvement and volunteerism. While we know paying it forward feels great, it also just makes good business sense. We’ve seen first hand what third party studies reinforce all the time — that engaged employees who have a sense of belonging, also have less absenteeism, lower turnover and are more profitable. In addition to taking care of the communities our sites are in, STARTEK prides itself in taking care of one another during times of hardship as well. In 2014, STARTEK launched WIN (Warriors In Need), a foundation intended to provide basic necessities and temporary relief to any STARTEK employee as result of disaster or extraordinary life events. The program was conceived by employees, for employees, and is primarily funded by STARTEK employee contributions to help one another in times of great need. The program is in its infancy, but has already proven to be an essential resource for facing a critical crisis.
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