The Client Servicing Executive role focused on nurturing client relationships, ensuring seamless communication, coordinating service delivery, and creating a superior customer experience. The role requires regular interaction with clients and internal teams to deliver timely, reliable, and personalized service.

Key Responsibilities

• Respond to client enquiries and resolve service requests promptly.
Support client onboarding, documentation, and account activation.
Build and maintain long-term relationships with clients through regular communication.
Coordinate with internal teams to ensure timely completion of client requests.
Prepare client presentations, proposals, and service documentation.
Identify opportunities to cross-sell and up-sell suitable financial products based on client needs.
Schedule client meetings and follow up on pending actions.
Maintain accurate client records and CRM updates.
Deliver a consistently high standard of customer service.

Requirements

Eligibility
Graduate in Commerce or any discipline.
2 to 10 years of experience in client servicing, relationship management,



customer support, banking, insurance, mutual funds, wealth management, or financial advisory.
Candidates owning a two-wheeler and a valid driving licence will be preferred, as the role involves client meetings across Kolkata.

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Required Skills

Excellent communication and interpersonal skills.
Fluency in English is essential.
Positive working knowledge of Hindi and Bengali is required.
Solid presentation and relationship management skills.
Customer-first mindset with a professional approach.
Good analytical, problem-solving, and organizational skills.
Proficiency in Microsoft Office. Experience with CRM software will be an added advantage.

Benefits

• Salary: ₹15,000 to ₹25,000 per month plus incentives, based on experience and qualifications.
Travel reimbursement for official duties.
Hybrid working environment.
Chance to build a career in wealth management and financial advisory.

📌 Client Servicing Executive Kolkata (India)
🏢 Sanyojit Financial Services
📍 India