01Overview
The Client Servicing Executive role focused on nurturing client relationships, ensuring seamless communication, coordinating service delivery, and creating a superior customer experience. The role requires regular interaction with clients and internal teams to deliver timely, reliable, and personalized service.
Key Responsibilities
Respond to client enquiries and resolve service requests promptly.
Support client onboarding, documentation, and account activation.
Build and maintain long-term relationships with clients through regular communication.
Coordinate with internal teams to ensure timely completion of client requests.
Prepare client presentations, proposals, and service documentation.
Identify opportunities to cross-sell and up-sell suitable financial products based on client needs.
Schedule client meetings and follow up on pending actions.
Maintain accurate client records and CRM updates.
Deliver a consistently high standard of customer service.
Requirements
Eligibility
Graduate in Commerce or any discipline.
2 to 10 years of experience in client servicing, relationship management, customer support, banking, insurance, mutual funds, wealth management, or financial advisory.
Candidates owning a two-wheeler and a valid driving licence will be preferred, as the role involves client meetings across Kolkata.
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Required Skills
Excellent communication and interpersonal skills.
Fluency in English is essential.
Positive working knowledge of Hindi and Bengali is required.
Solid presentation and relationship management skills.
Customer-first mindset with a professional approach.
Good analytical, problem-solving, and organizational skills.
Proficiency in Microsoft Office. Experience with CRM software will be an added advantage.
Benefits
Salary: 15,000 to 25,000 per month plus incentives, based on experience and qualifications.
Travel reimbursement for official duties.
Hybrid working environment.
Chance to build a career in wealth management and financial advisory. .
