Job Description

Client Account Management

o Client Account Management

o Act as the primary point of contact for assigned client accounts.

o Understand client requirements and ensure high-quality service delivery.

o Maintain strong, long-term client relationships and support retention and growth initiatives.

o Coordinate with internal teams to ensure timely responses, deliverables, and resolutions.

Team & Process Management

o Supervise and guide the client servicing/accounts team in day-to-day operations.

o Allocate tasks, monitor progress, and conduct periodic reviews of deliverables.

o Design and implement efficient systems and processes to improve service quality.

o Conduct regular training and mentoring to ensure team development.

Compliance & Monitoring

o Ensure adherence to regulatory, contractual, and internal compliance requirements.

o Conduct regular compliance reviews and implement corrective actions when necessary.

o Maintain proper documentation and audit-ready records.

Reporting & MIS

o Oversee preparation and submission of regular Management Information System (MIS) reports.

o Monitor key performance metrics and ensure accurate, timely data delivery.

o Provide insights from MIS and compliance reviews to management for decision-making.

Operational Excellence

o Drive continuous improvement initiatives across client servicing operations.

o Identify risks and gaps in processes and recommend mitigation strategies.

o Collaborate with cross-functional teams (investment banking, advisory, investor relations) to ensure integrated client servicing.

Due Diligence Verifications

o Conducting Financial, Tax and Accounting Due Diligence on Companies for PE/VC clients or for acquisition transactions

Other tasks as may be assigned

Opportunity to work closely with senior leadership in a fast-paced financial services environment.

Exposure to investment banking, strategic advisory, and investor/client relations projects.

Competitive compensation and benefits package.

A growth-oriented and collaborative work culture.

Job Types: Full-time, Permanent

Pay: ₹343,452.87 - ₹600,000.00 per year

Work Location: In person