Client Service Executive

3 days ago

Gomtinagar Lucknow Uttar Pradesh, India Arth Vipra Finvest Private Limited Full time

**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.

Pay: ₹10,000.00 - ₹30,000.00 per month

Schedule:

- Day shift
- Fixed shift

Work Location: In person

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