Job Description Job Summary
n The Client Relationship Executive shall serve as the primary point of contact for clients while
n ensuring efficient execution of operational and administrative activities. The role involves
n managing client communications, coordinating documentation, working and tracking
n assignments, to ensure timely completion of deliverables and an exceptional client
n experience.
n The ideal candidate should possess excellent communication, organizational, and
n coordination skills with the ability to manage multiple assignments while maintaining high
n standards of accuracy and professionalism.
n Key Responsibilities
n A. Client Relationship Management
n n Act as the first point of contact for assigned clients.
n Build and maintain strong, professional relationships with clients.
n Understand client requirements
n Provide regular updates on assignment status and timelines.
n Respond promptly to client queries and ensure timely resolution.
n Schedule and coordinate client meetings, calls, and follow-ups.
n Ensure a consistently positive client experience.
n n B. Operations & Backend Support
n n Coordinate execution of client assignments with internal departments.
n Track assignment progress and ensure adherence to timelines.
n Prepare and maintain trackers for ongoing work.
n Assist in preparation and review of client documentation.
n Maintain proper filing and record management systems.
n Ensure all documentation is updated and readily accessible.
n n C. Coordination & Follow-up
n n Follow up with clients for pending documents and information.
n Coordinate with internal teams to ensure timely completion of assignments.
n Escalate delays or bottlenecks where necessary.
n Monitor deadlines and statutory timelines.
n Ensure no assignment remains unattended.
n n D. MIS & Reporting
n n Prepare periodic client status reports.
n Maintain assignment dashboards and trackers.
n Generate MIS reports for management review.
n Update CRM and internal databases regularly.
n Maintain records of client communications.
n n E. Quality & Compliance
n n Ensure adherence to internal SOPs and quality standards.
n Maintain confidentiality of client information.
n Ensure proper documentation and record retention.
n Assist in implementation of process improvements.
n Support internal audits and compliance reviews.
n n Key Performance Indicators (KPIs)
n n Client response time.
n Client satisfaction and feedback.
n Timely completion of assignments.
n Accuracy of documentation.
n Number of pending follow-ups.
n Compliance with internal timelines.
n Quality of MIS and reporting.
n Zero critical documentation errors.
n n Skills & Competencies
n Technical Skills
n n Proficiency in Microsoft Office (Excel, Word, Outlook).
n Strong documentation and record management skills.
n n Soft Skills
n n Excellent verbal and written communication.
n High level of professionalism.
n Attention to detail.
n Ability to multitask and prioritize.
n Problem-solving and analytical ability.
n Time management and organizational skills.
n Client-centric approach.
n n Educational Qualification
n n Graduate in Commerce, Business Administration, Finance, or a related discipline.
n Company Secretary (CS), Chartered Accountancy (CA).
n n Experience
n n 1–3 years in client servicing, operations, SEBI compliance, consulting, or financial
n n services.
n n Fresh graduates with excellent communication and organizational skills may also be
n n considered.
n Location : Mumbai
n Budget: 25,000 to 40,000 per month
n Preferred Industry Experience
n Candidates with experience in any of the following will be preferred:
n n Chartered Accountant (CA) firms
n Company Secretary (CS) firms
n Investment Advisory Compliances
n Wealth Management Compliances
n Mutual Fund Distribution Compliances
n Financial Services
n Legal & Compliance Firms
n n Key Attributes
n n Professional appearance and etiquette.
n Positive attitude and willingness to learn.
n High integrity and confidentiality.
n Solid ownership and accountability.
n Team player with a collaborative mindset.
n Ability to work under deadlines.
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