Location: Jogeshwari – E, Mumbai

Experience: 2–5 years

Employment Type: Full time

Department: Client Servicing / Operations

About the Role

We are looking for a Front Office & Client Service Executive who will act as the coordination link between the sales team, operations team and clients.

The role requires someone who is organised, responsive, comfortable with technology and confident in written and verbal English . You will be responsible for ensuring that client requests and transaction orders move smoothly from instruction to execution and communication.

Key Responsibilities

1. Order & Transaction Coordination

- Receive investment and transaction instructions from promoters/sales team.
- Verify the information and ensure all required details/documents are available.
- Enter orders and transaction details accurately in the CRM/system .
- Coordinate with internal teams, RTA, AMC, insurance companies and other service providers wherever required.
- Track pending transactions and ensure timely closure.
- Keep promoters/sales team updated on the status of client requests.

2. Client Communication

- Send professional and timely emails and WhatsApp communications to clients.
- Communicate transaction confirmations, documentation requirements, updates and follow-ups.
- Handle routine client queries and coordinate with the relevant team for resolution.
- Ensure communication is clear, accurate and aligned with the firm's standards.

3. CRM & Data Management

- Maintain accurate and updated client information in the CRM.
- Record client interactions, requests, transactions and follow-ups.
- Ensure no client request remains unattended or untracked.
- Maintain proper documentation and digital records.

4. Coordination

- Coordinate effectively between promoters, sales team, clients and back-office teams.
- Follow up on pending actions and ensure deadlines are met.




- Maintain a daily tracker of open items and pending client requests.
- Escalate issues promptly when required.

5. Excel & MIS

- Maintain Excel trackers for transactions, client requests, follow-ups and pending activities.
- Prepare basic MIS and status reports.
- Use Excel for sorting, filtering, data validation and basic formulas.
- Maintain accurate records with a high level of attention to detail.

Skills & Competencies

Essential:

- Excellent spoken and written English .
- Good communication and interpersonal skills.
- Strong coordination and follow-up skills.
- Good working knowledge of MS Excel .
- Comfortable working on CRM and other digital systems.
- Good email and WhatsApp communication etiquette.
- Strong attention to detail and accuracy.
- Ability to manage multiple tasks and priorities.
- Professional and client-friendly approach.

Personal qualities we are looking for:

- Takes ownership rather than waiting to be told what to do.
- Follows through on commitments.
- Organised and systematic.
- Quick learner and comfortable with technology.
- Calm and professional when dealing with clients.
- Understands the importance of confidentiality in handling client information.

Ideal Candidate

The ideal candidate would have experience in financial services, wealth management, mutual funds, insurance, banking or a similar client-facing operations role .

You do not need to be a salesperson. The key requirement is that you can take an instruction, understand what needs to happen, enter it correctly, coordinate with the right people, follow it through and keep the client informed.

Key Performance Indicators

- Accuracy of order/CRM entries
- Turnaround time for client requests
- Timely completion of follow-ups
- Quality and professionalism of client communication
- CRM and data accuracy
- Reduction in pending/unclosed requests
- Responsiveness to promoters and clients
- Error-free MIS and reporting

📌 Front Office & Client Service Executive (Mumbai)
🏢 Credence Solutions
📍 Mumbai