Client Service Executive (Ahmedabad)

Client Service Executive (Ahmedabad)

09 Sep

|

Pokar FinServ

|

Ahmedabad

09 Sep

Pokar FinServ

Ahmedabad

Schedule follow-ups and remind clients about pending documentation or renewals.

Understand financial needs, coordinate quotations with AMCs/insurers,Follow up on proposals & quotations

Maintain CRM and client data

Prepare reports, Resolve queries

📌 Client Service Executive (Ahmedabad)
🏢 Pokar FinServ
📍 Ahmedabad

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