Client Service & Retention Executive

Skills:

Relationship Building, Client Services, CRM Software, Customer Service, Client Retention Programs, Account Management, Client Onboarding,Client Service & Retention Executive (CSR Executive)Money Honey Financial Services Pvt. Ltd.

About Us

Join a fast-growing financial services company serving 50,000+ investors since 2008. We offer seamlessaccess to top investment options and put client relationships at the center of what we do.

Role Summary

Drive post-investment client engagement and retention by collecting feedback, building strongrelationships, and championing service improvements.

Key Responsibilities

Connect with clients post-investment using email, WhatsApp, or phone to gather feedback andensure satisfaction.Analyze client input to identify patterns and recommend service enhancements.Develop engaging, informative communication materials based on real client needs.Foster customer trust through empathetic, professional communication at every touchpoint.

What Youll Need

Bachelors/Masters in Business, Marketing, or related field preferred.3+ years experience in customer service, client relations, or retention roles.Excellent communication, listening, and relationship-building skills.Ability to synthesize feedback into clear, actionable improvements.Make a real impacthelp us deliver exceptional service and build lasting client relationships.Apply now!