Job Description

- Designation: Executive - Client Relations- Location: Delhi - Industry: Financial Services/Investment Banking/Capital Markets- Education: Graduation from any stream with relevant experience in customer service. - Experience : 2+ Years' experience in customer service in PMS/Bank/MF experience Role Overview:- This role involves managing client interactions across phone, email, and meetings, ensuring a smooth onboarding process including KYC, documentation, and account opening. You will coordinate with internal teams for account funding, maintain detailed client records, and address customer queries or complaints promptly. - The position requires supporting the regional sales team in scaling assets under management, handling basic branch administration, and ensuring compliance with all regulations. Strong communication skills in English & Hindi, proficiency in MS Excel, and a service-oriented approach are essential for success.Key Skills : - Handle all levels of interaction with Customers and Partners via phone, email, and meetings and facilitate all aspects of interaction. - Handle client onboarding activities like collecting KYC documents, Form filling, data entry and following up with the relevant stakeholders for account opening. - Handle funding of opened accounts by coordinating with Clients and Partners with the mid office Client Relations Team based in Mumbai. - Document or maintain records of each and every interaction with the customers for future evaluation. - Setting up customer accounts and providing relevant information to them. - Maintains ongoing relations, post-sale, with each customer (relationship management) within ongoing relations are included: receiving customer complaints, investigating complaints/comments; and resolving or obtaining resolution. - Constant communication with colleagues from various departments to offer efficient customer service. Be a support to the Region Sales Team in scaling the AUM for the region. - Handle branch-related admin work, bills, local vendors etc. - Comply to all processes and regulations related to Compliance.- Proficient in handling excel.Requirement :- Fluent in English, Hindi and good writing and verbal communication skills.- Service-oriented and able to resolve customer grievances. - Can work in a high stress environment.- Positive and uplifting attitude.- Team Player and Relationship building skills.- Strong analytical skills and be able to manage time effectively. (ref:updazz.com)

Skills Required