Job DescriptionJob Summary NThe Client Relationship Executive shall serve as the primary point of contact for clients while Nensuring efficient execution of operational and administrative activities. The role involves Nmanaging client communications, coordinating documentation, working and tracking Nassignments, to ensure timely completion of deliverables and an exceptional client Nexperience.nThe ideal candidate should possess excellent communication, organizational, and Ncoordination skills with the ability to manage multiple assignments while maintaining high Nstandards of accuracy andprofessionalism. NKey ResponsibilitiesnA. Client Relationship Management Nn 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 updateson assignment status and timelines. N Respond promptly to client queries and ensure timely resolution. N Schedule and coordinateclient meetings, calls, and follow-ups. N Ensure a consistently positive client experience. NnB. Operations & Backend Support Nn 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. NnC. Coordination & Follow-up Nn 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. NnD. MIS & Reporting Nn Prepare periodic client status reports. N Maintain assignment dashboards and trackers. N Generate MIS reports for management review. N Update CRM and internaldatabases regularly.
N Maintain records of client communications. NnE. Quality & Compliance Nn 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 auditsand compliance reviews. NnKey Performance Indicators (KPIs) Nn Client response time. N Client satisfaction andfeedback. 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. NnSkills & Competencies NTechnical Skillsn N Proficiency in Microsoft Office (Excel, Word, Outlook). N Strong documentation and record management skills. NnSoft Skillsn 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. NnEducational Qualification Nn Graduate in Commerce, Business Administration, Finance, or a related discipline. N Company Secretary (CS),Chartered Accountancy (CA). NnExperiencen N 1–3 years in client servicing, operations, SEBI compliance, consulting, or financial Nnservices.n N Fresh graduates with excellent communication and organizational skills may also be Nnconsidered.nLocation : Mumbai NBudget: 25,000 to 40,000 per month NPreferred Industry Experience NCandidates with experience in any of the following will be preferred: Nn Chartered Accountant (CA) firms N Company Secretary (CS) firms N Investment Advisory Compliances N Wealth Management Compliances N Mutual Fund Distribution Compliances N Financial Servicesn Legal & Compliance Firms NnKey Attributesn N Professional appearanceand etiquette. N Positive attitude and willingness to learn. N High integrity and confidentiality. N Strong ownership and accountability. N Team player with a team-oriented mindset. N Ability to work under deadlines. N