Role Overview
XOALA is a neobank and a leading provider of payment solutions, committed to streamlining global finances by empowering businesses with innovative, secure, and efficient financial services. The company offers an all-in-one platform that allows clients to handle international transactions, manage accounts in multiple currencies, and process payments securely—no matter where in the world they do business.
As a Client Services Account Manager, you will be part of a dynamic and client-focused team responsible for building trusted relationships, ensuring client satisfaction, and driving growth across assigned accounts. This role requires a proactive, customer-centric professional who can balance relationship management with commercial goals in a fast-paced, evolving FinTech environment.

Key Responsibilities

- Serve as the primary point of contact for clients, maintaining a strong

understanding of their needs and promoting the company’s products and
services.

- Build and maintain trusted relationships with clients across the business,

fostering loyalty and engagement.

- Deliver exceptional customer service, promptly addressing inquiries, resolving

issues, and ensuring client satisfaction.

- Represent the company at international expos, showcasing our brand and driving

engagement through our vision and offerings.

- Maintain a solid understanding of the company’s products, platforms, and

financial solutions to effectively communicate their benefits and features.

- Identify cross-selling and upselling opportunities across financial products and

services to maximize client value.

- Support business development initiatives by identifying and qualifying new





opportunities within existing or potential client segments.

- Ensure all client communications and activities adhere to company policies,

procedures, and regulatory standards.

- Stay current with market trends, competitor offerings, and industry developments

to identify potential business opportunities.

- Maintain accurate, detailed, and up-to-date records of all client interactions,

agreements, and opportunities in the CRM system.

- Collaborate with internal teams to ensure a seamless client experience.
- Perform any other duties as assigned by your line manager to support

departmental goals.

XOALA is a neobank and a leading provider of payment solutions, committed to
streamlining global finances by empowering businesses with innovative, secure, and
efficient financial services. The company offers an all-in-one platform that allows clients
to handle international transactions, manage accounts in multiple currencies, and
process payments securely—no matter where in the world they do business.
As a Client Services Account Manager, you will be part of a dynamic and client-focused
team responsible for building trusted relationships, ensuring client satisfaction, and
driving growth across assigned accounts. This role requires a proactive,




customer-centric professional who can balance relationship management with
commercial goals in a fast-paced, evolving FinTech environment.

Key Responsibilities

- Serve as the primary point of contact for clients, maintaining a strong

understanding of their needs and promoting the company’s products and
services.

- Build and maintain trusted relationships with clients across the business,

fostering loyalty and engagement.

- Deliver exceptional customer service, promptly addressing inquiries, resolving

issues, and ensuring client satisfaction.

- Represent the company at international expos, showcasing our brand and driving

engagement through our vision and offerings.

- Maintain a solid understanding of the company’s products, platforms, and

financial solutions to effectively communicate their benefits and features.

- Identify cross-selling and upselling opportunities across financial products and

services to maximize client value.

- Support business development initiatives by identifying and qualifying recent

opportunities within existing or potential client segments.

- Ensure all client communications and activities adhere to company policies,

procedures, and regulatory standards.

- Stay current with market trends, competitor offerings, and industry developments

to identify potential business opportunities.

- Maintain accurate, detailed, and up-to-date records of all client interactions,

agreements, and opportunities in the CRM system.

- Collaborate with internal teams to ensure a seamless client experience.
- Perform any other duties as assigned by your line manager to support

departmental goals.

📌 Account Manager - Client Services (India)
🏢 Alchemy Group
📍 India