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Client Relationship & Growth Executive Navemarg financial services

2.0 - 6.0 years

0 Lacs

panaji, goa

On-site

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...

Posted 3 days ago

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