Client Service Manager in Noida

Job Overview

We are looking for a proactive and results-driven Client Relationship Manager to handle service management for assigned clients and drive business through cross-selling financial products. The role involves ensuring client satisfaction while achieving monthly revenue targets.

Key Responsibilities

Manage day-to-day service requirements for a portfolio of mapped clients.

Build strong relationships to improve client engagement and retention.

Cross-sell a range of financial products including insurance, investments, and loans.

Achieve monthly revenue and product penetration targets.

Coordinate with internal teams to ensure smooth service delivery.

About Company : Kabia Investment Managers is a firm that offers various services, including investment, insurance, loans, online trading, wealth management, mutual funds, and portfolio management services.

Skills Required

Financial Products, Investments, Loans, Insurance, Service Management