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

📌 Client Service Executive (Uttar Pradesh)
🏢 Arth Vipra Finvest Private
📍 Uttar Pradesh