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
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.
Client Communication
Send skilled 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 explicit, accurate and aligned with the firm's standards.
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.
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 requi
📌 Front Office Nashik
🏢 Credence Solutions
📍 Nashik
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