Welcome to Wisdom Financial Services Pvt Ltd, your trusted partner in financial consulting and investment solutions. With nearly two decades of combined experience, our founders are seasoned experts in analyzing financial statements, understanding company fundamentals, and executing comprehensive financial plans. We specialize in providing tailored investment strategies to help you achieve your financial goals and build lasting wealth. Our services include Financial Planning, Retirement Planning, and Wealth Management. We empower our clients with the knowledge and tools necessary to make informed financial decisions to grow their wealth and ensure peace of mind.

Role Description

This is a full-time on-site role for a Client Service Executive located in Ahmedabad. The Client Service Executive will be responsible for managing client relations, ensuring customer satisfaction, and maintaining business relationships. Day-to-day tasks will include addressing client inquiries, analyzing client needs, providing tailored financial solutions, and maintaining a high level of client service. The role will also involve managing client documentation and assisting with the implementation of financial plans.

Qualifications

Experience in Client Services, Client Relations, and ensuring Customer Satisfaction
Proficiency in Business Relationship Management and maintaining strong business relationships
Strong Analytical Skills to understand and address client financial needs
Excellent communication and interpersonal skills
Ability to work independently and in a team environment
Bachelor's degree in Finance, Business Administration, or a related field is preferred
Experience in the financial services industry is a plus

More Jobs at Wisdom Financial Services Private Limited

Client Service Executive

ahmedabad, gujarat, india

Experience: Not specified

Salary: Not disclosed

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Client Service Executive