Pokar FinServ
Client Service Executive
Skills
1 month ago
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Important information
Contract type:
Permanent
Salary:
₹240,000 – ₹300,000 / year
Location:
Ahmedabad, Gujarat, India
Work mode:
Onsite
Published on:
8 September 2026
What they need
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
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