Client Service Executive

Description:
Market Research and Analysis

• Serve as the primary point of contact for key clients, managing relationships, addressing inquiries, and resolving issues in a timely and efficient manner.
• Proactively engage with clients to understand their financial goals, risk tolerance, and investment needs, and recommend suitable mutual fund and insurance products.

Sales

• Collaborate for client acquisition and retention efforts, providing product expertise, sales materials, and client insights to drive sales opportunities.
• Develop sales strategies and marketing campaigns to promote mutual fund and insurance products and services.

Marketing Initiatives

• Develop and implement client service strategies and initiatives to enhance client satisfaction, retention, and loyalty.
• Continuously monitor client feedback, market trends, and competitive dynamics to identify opportunities for improvement and innovation.

Customer Relationship Management

• Oversee the day-to-day operations of the client service function, ensuring compliance with regulatory requirements, service level agreements (SLAs), and internal policies and procedures.
• Implement best practices and process improvements to streamline workflows, optimize efficiency, and enhance the overall client service experience.

Administrative Tasks

• Establish key performance indicators (KPIs) and metrics to track the performance of the client service and evaluate the effectiveness of client service strategies.
• Generate regular reports and analyses to provide insights into client service performance, trends, and areas for improvement.

Other Details:

Education/Qualification:Master’s/ bachelor’s degree in business administration, Marketing, Finance, or a related field.

Experience:Prior experience in sales or marketing roles (preferred but not required).

Skills

• Strong interest in sales, marketing, and the financial services industry.
• Excellent communication skills, both verbal and written.
• Ability to work independently as well as part of a team.
• Proficiency in Microsoft Office suite (Word, Excel, PowerPoint).
• Attention to detail and organizational skills.

Job Type: Full-time

Pay: ₹10,000.00 - ₹30,000.00 per month

Schedule:

• Day shift
• Fixed shift

Work Location: In person