Navemarg financial services

As a Client Relationship & Growth Executive at NaveMarg Financial Services, you play a pivotal role in building lasting relationships with clients, ensuring seamless service delivery, and driving business growth through strategic engagement initiatives. Key Responsibilities: - Managing day-to-day client interactions. - Generating SIP referrals and promoting minor investment accounts for school-going children. - Contributing to educational events and campaigns. - Serving as a key liaison between clients and financial advisors. Key Contributions: - Spearheading SIP and minor account conversions through proactive follow-ups and client education. - Maintaining a high client satisfaction score by providing timely service and personalized care. - Supporting event execution and maintaining detailed engagement logs to track progress. - Working closely with the team to align branch operations with client expectations. Qualifications Required: - Strong belief in financial literacy and long-term planning. - Ability to effectively communicate with clients and team members. - Proactive attitude towards client engagement and business growth. - Prior experience in client relationship management or financial services is a plus.,