Customer Service Associate (csa) Business Information

Year    MH, IN, India

Job Description

Account Management / Client Servicing within the BFSI sector



Job Title: Customer Service Associate -Business Information & LEI Services

Location: Vidhya Vihar, Mumbai

Department: Business Information & LEI for leading Private Bank Clientele

Experience: 1-2 yrs, BFSI background preferred

Job Summary

We are seeking a dynamic and client-focused Client Service Associate, to service Private Bank clientele for Business Information solutions & Legal Entity Identifier (LEI) needs. The role involves managing key client relationships, ensuring high-quality service delivery, and acting as the primary point of contact for all client servicing needs. Candidates with prior experience in client servicing within the BFSI sector will be strongly preferred.

Key Responsibilities

Manage and grow relationships with Private Bank clients for Business Information and LEI related services. Serve as the primary point of contact for client queries, onboarding, renewals, and ongoing support. Ensure timely and accurate delivery of LEI issuance, renewals, and related documentation.

Coordinate with internal teams (operations, finance, product, and sales) to resolve client issues efficiently.

Monitor client satisfaction levels and proactively identify opportunities for service improvement and account growth and revenue maximization. Maintain accurate client records and MIS documentation. Support cross-sell and up-sell initiatives in collaboration with sales teams. Ensure compliance with internal policies and regulatory requirements relevant to BFSI clients. Preferred Candidate Profile Prior experience in Account Management / Client Servicing within the BFSI sector is strongly preferred. Exposure to Private Banks, Business Information services, compliance solutions, or LEI processes will be an advantage. Strong understanding of client servicing, relationship management, and service delivery models. Ability to manage multiple client accounts while meeting service-level expectations.
Skills & Competencies

Excellent communication and interpersonal skills.

Clear and Effective Written Communication (Email)

Proficiency in MS Excel.

Strong problem-solving and stakeholder management abilities.

Ability to work independently as well as collaboratively in a team environment. Language Requirements

Fluency in Hindi, English, and Marathi (any added language will be added advantage)

Education

Graduate or postgraduate degree in Commerce, Finance, Business Administration, or a related field.



Why Join Us

Opportunity to work with India's first validation agent for the Legal Entity Identifier, appointed by the LEIL / CCIL--an accredited local operating unit under the Global Legal Entity Identifier Foundation (GLEIF) in Switzerland.

Exposure to work in a regulated financial services & global compliance solution.

Managing client relationships with leading Private Sector Banks for compliance-based solutions.

Collaborative and growth-oriented work environment

Job Type: Full-time

Pay: ₹16,920.21 - ₹31,751.55 per month

Work Location: In person

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Job Detail

  • Job Id
    JD4985036
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    MH, IN, India
  • Education
    Not mentioned
  • Experience
    Year