Customer Relationship Executive

About Capfortune Consultancy Services

Capfortune Consultancy Services Pvt Ltd specializes in strategic financial advisory tailored for expanding businesses, real estate developers, and corporate clients. Our expertise includes project finance, construction funding, working capital solutions, private equity, mergers & acquisitions, debt syndication, and other structured financial services. Our core mission is to connect businesses with capital to support sustainable growth and strategic expansions, emphasizing professionalism and client-focused advice.

Role Overview and Responsibilities

We seek a Client Relationship Executive to manage client communications, follow-ups, support business development efforts, and handle daily office coordination within our financial consultancy operations.

• Initiate outbound calls to prospective and current clients.
• Engage with builders, developers, contractors, and business owners to assess their funding requirements.
• Grasp the fundamental financial needs of potential clients regarding funding.
• Send professional follow-ups via WhatsApp, email, and other messaging platforms.
• Consistently follow up on leads obtained through digital marketing campaigns.
• Liaise with the business development and finance departments to process client needs.
• Keep detailed records of leads, call reports, follow-up actions, and client information.
• Organize meetings and facilitate communications between clients and senior consultants.
• Assist in assembling and organizing basic client documents and information.
• Provide support for general office coordination and administrative tasks as required.
• Fulfill any additional office duties assigned by management.

Candidate Profile and Requirements

• 1 to 5 years of experience in telecalling, customer relationship management, client coordination, inside sales, or business growth roles.
• Preference for candidates with backgrounds in insurance, banking, NBFCs, financial services, loan sales, or customer service sectors.
• Experience with night shifts in insurance or BPO customer service or sales processes is also welcomed.
• Proficiency in English and regional languages such as Hindi, Kannada, or Telugu is an advantage.
• Comfortable with making frequent outbound calls and handling client communications.
• Strong follow-up and relationship management capabilities.
• Basic skills in MS Office (Excel), WhatsApp, and email communication.
• Organized with an ability to maintain systematic records.
• Professional demeanor and eagerness to learn about project and construction finance fields.

Eligibility and Education

This position is open to any graduate.