Pitanga Wealth Pvt. Ltd. is looking for a dedicated and customer focused Client Service Executive to provide excellent support to our clients across a wide range of financial products and services. The selected candidate will be responsible for assisting clients with their service requests, documentation, follow ups, and ensuring a smooth customer experience from onboarding to after sales support.

The role involves handling customer calls, emails, WhatsApp messages, and walk in clients while coordinating with internal teams to ensure timely resolution of client queries. The candidate should be comfortable managing multiple client requests, maintaining accurate records, and delivering high quality service.

The Client Service Executive will provide support for the following financial products and services offered by the company:

Mutual Funds

Systematic Investment Plans SIP

Health Insurance

Life Insurance

Motor Insurance

General Insurance

Term Insurance

Home Loan

Loan Against Property

Business Loan

Personal Loan

Education Loan

Gold Loan

Loan Against Securities

Credit Card Services

Tax Saving Solutions

Retirement Planning Solutions

Child Education Planning

Wealth Management Support

Financial Planning Support

Corporate Financial Services

MSME Financial Solutions

NRI Financial Services





Fixed Income Products

Bonds

Corporate Fixed Deposits

National Pension System NPS

Government Savings Schemes The candidate will also be responsible for client onboarding support, KYC documentation, document verification, CRM management, customer follow up, email and WhatsApp communication, complaint resolution, service request tracking, coordination with product partners, maintaining service records, and providing after sales support to ensure complete customer satisfaction.

The ideal candidate should possess excellent communication skills, basic computer knowledge including MS Excel and Email, robust customer handling abilities, and a willingness to learn about financial products and services. Freshers with good communication skills are welcome, while experience in banking, insurance, financial services, customer support, or client servicing will be an added advantage.

This position offers professional training, career growth opportunities, a supportive work environment, and the opportunity to build a long term career in the financial services industry with Pitanga Wealth Pvt. Ltd.

Pay: ₹15,000.00 - ₹25,000.00 per month

Work Location: In person

📌 Client Service Executive – Financial Services (Ramesh Nagar)
🏢 Angel one Master Frenchies New Delhi
📍 Ramesh Nagar