Job Description

Job Title:

Client Service Executive

Location:

Rajkot

Department:

Client Services / Operations

Experience:

1-3 Years

Job Summary

We are looking for a Client Service Executive responsible for managing client interactions, ensuring timely service delivery, and maintaining strong client relationships. The role requires coordination with internal teams and handling client queries efficiently.

Key Responsibilities

Act as the primary point of contact for client service-related queries

Handle client onboarding documentation and account-related requests

Resolve client complaints and issues within defined timelines

Coordinate with internal teams such as Operations, Sales, and Compliance

Maintain accurate client records and ensure data confidentiality

Provide regular updates to clients regarding service requests and transactions

Ensure compliance with company policies and regulatory guidelines

Prepare and maintain MIS reports related to client servicing

Support Relationship Managers and Sales teams as required

Required Skills & Qualifications

Graduate in any discipline (Commerce/Finance preferred)

Good verbal and written communication skills

Customer-focused attitude with problem-solving ability

Basic knowledge of financial products (Equity, Mutual Funds, Insurance preferred)

Proficiency in MS Office (Excel, Word, Email)

Ability to multitask and work under deadlines

Preferred Experience

Experience in broking, wealth management, banking, or financial services will be an added advantage.

Job Types: Full-time, Permanent, Fresher

Pay: ?12,000.00 - ?25,000.00 per month

Benefits:

Provident Fund
Work Location: In person