BrandCrest Holdings is a diversified business group
committed to building agile, high-impact brands across India’s evolving
business landscape. We operate through two key verticals:
- AdCrest – Our full-stack advertising and marketing powerhouse, offering services across brand activations, OOH, transit, influencer, video, and digital marketing under specialized sub-brands.
- FinCrest – Our financial advisory and compliance services
vertical, delivering tax consulting, regulatory guidance, virtual CFO
solutions, and business finance strategy to startups and enterprises.
About the Role:
We are looking for a proactive and client-focused Client
Servicing Executive to join our FinCrest vertical. This role is ideal for
someone who enjoys building relationships and wants to grow into a trusted
point of contact for our fintech clients. You will act as the primary SPOC
(Single Point of Contact), ensuring smooth coordination between clients and our
internal finance, tax, and compliance teams, and ensuring every client
engagement runs seamlessly from onboarding through ongoing service delivery.
Key Responsibilities:
ü Work with the Business
Development team to onboard recent clients, including fixing and attending client
meetings
ü Support business
development activities such as identifying upsell or referral opportunities
ü Maintain an overview of
all client accounts across tax, compliance, and virtual CFO engagements
ü Periodically check
account status and identify any issues or delays not addressed by the Ops team
ü Flag unaddressed issues
or delays to the Business Development senior for resolution
ü Support client
onboarding, including documentation collection and coordination with internal
teams
ü Escalate unresolved
client queries to the right internal stakeholder
ü Share feedback on gaps in
servicing and suggest improvements to client experience
Requirements
Specifications:
- Qualification: Bachelor’s or Master’s degree in Marketing, Business, Communica