crecer financial services overview

Topics: Financial services, Bank, Customer service Pages: 5 (1015 words) Published: January 5, 2015









CRECER FINANCIAL SERVICES PVT LTD, is a growing financial services company in India, promoted by first generation promoters. We have diversified in business model that includes wealth management, financial product distribution, asset management and capital market advisory firm.

The company has focused largely over one time investment deals, servicing over 4000 clients including several customers for different types of Crecer products. Our evolution from an entrepreneurial start up to a good position in the market leading to steady growth without losing the domain of our financial services. Crecer Finance was started in 2008, as a proprietorship business dealing in various products like insurance, acting as DSA and trading in stock market in the name of Khan’s Money. Later on the firm became a private firm in 2012, selling its various financial products in the market as well as do trading.

It is Mumbai based company whose head office is in Malad (W), and having branches in Chandigarh and Hyderabad.
The MD of the Firm is Mrs. Zohra Shaikh and CEO as Mr. Imran Khan, both working as traders in the stock market in BSE & NSE markets. The amenities of the firm are qualified and licensed by the NSE market and have more than 6-7 years of trading in stock market.

We have Agent and Client base all over the world majorly in INDIA, USA, CANADA, GULF COUNTRIES AND SO ON…

Crecer Financial Services was formed as a strategic investment company specifically to build a leading Financial Services Company in India . Crecer Financial Services is committed to a ‘Client Service-Risk Management-Profit philosophy. We provide our clients with value-added trade information, efficient execution, accurate and prompt reporting, resourceful compliance support and acute risk management. We also assure the safety of our customers’ assets, as well as the capital base of the firm. For more information log on to: www.crecerfinance.com

6-3-349, Office No201, 2nd Floor, Millennium Square Building, Next to Bata Showroom ,Opp Nagarjuna Circle, Panjagutta Road No 1, Banjara Hills, Hyderabad

It is our pleasure to offer final recruitment, as the company is looking forward for expansion. We have openings in Client Relation Manager, Business Development Executive as the Job profile is mentioned below:

Client Relationship Manager:a) Profile:











Improving the overall customer relationship, delivering reliable administrative support and customer service.
Primarily deal with individual retail customers and advice them on various financial products and services offered by the company.
Acknowledging customers promptly and treating them in a courteous manner. Finding out what information, products or services the customer requires to meet his/her needs, providing clear, accurate and relevant information.

Maintaining a strong working knowledge of client portfolios / products with the company. Resolving customers’ queries within agreed authority.
Producing file notes after any client meetings, summarizing any additional actions required, including follow-up calls.
Contributing to the development of new products and services, based on customer feedback. Sales activity planning, including reviewing existing customer files to identify sales opportunities. Undertaking commercial negotiations

Managing new business pitches.

b) Skills:












Excellent interpersonal skills, able to communicate with a wide range of people. Strong customer service ethic.
Work well in a team setting
Reliable and ethical, respecting customers’ confidentiality. Strong negotiation skills.
Strong decision making skills and the ability to take the lead. Ability to manage risk.
Proactive and highly self-motivated.
Flexibility as there might be lots of travel involved.
Confident selling and marketing products.
Comfortable approaching people.
Ability to explain complex information in simple terms....
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