Client Servicing Executive

We are looking for an experienced proactive and customer-focused Client Management Executive to maintain strong relationships with our existing clients. The role involves regular communication, addressing client needs, providing ongoing support, identifying up selling or cross-selling opportunities, and ensuring overall client satisfaction and retention.

Key Responsibilities:

• Act as the primary point of contact for assigned existing clients.
• Maintain regular communication via phone, email, or in-person meetings.
• Address and resolve client queries, concerns, or complaints promptly.
• Provide product/service updates, renewals, and post-sales support.
• Collaborate with internal departments to ensure smooth service delivery.
• Build long-term trust-based relationships with clients.
• Identify potential for cross-selling or upselling based on client needs.
• Maintain updated client records, feedback, and interaction logs.
• Share monthly/quarterly reports and review feedback with clients.
• Ensure high levels of client satisfaction and retention.

Required Skills & Qualifications:

• Any Bachelor’s degree
• Strong Knowledge about Mutual Funds, Stocks, Insurance asn other financial products.
• Proven experience in client servicing, account management, or customer support.
• Excellent communication and interpersonal skills.
• Strong problem-solving and conflict-resolution abilities.
• Proficient in CRM software and MS Office.
• Ability to multitask, prioritize, and manage time effectively.
• Customer-oriented mindset with a focus on delivering value.

Preferred Attributes:

• Experience in broking, financial services, insurance, etc.
• Knowledge of client lifecycle management and retention strategies.
• Goal-driven with attention to client satisfaction metrics.