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Finovest GroupPosted 17 months ago

CLIENT RELATIONSHIP EXECUTIVE

$13,500–$20,000 year

On-siteThrissur, Kerala, India

Full TimeSmall

Job Summary

Develop and maintain strong relationships with clients by understanding their financial goals and recommending personalized investment solutions. Provide regular portfolio reviews and updates while addressing inquiries and resolving issues promptly. Collaborate with internal teams to ensure seamless service delivery and stay updated on financial market trends and product offerings to ensure client needs are met.

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