We are looking for a Client Service Executive responsible for managing client interactions, ensuring timely service delivery, and maintaining strong client relationships. The role requires coordination with internal teams and handling client queries efficiently.
Key Responsibilities
- Act as the primary point of contact for client service-related queries
- Handle client onboarding documentation and account-related requests
- Resolve client complaints and issues within defined timelines
- Coordinate with internal teams such as Operations, Sales, and Compliance
- Maintain accurate client records and ensure data confidentiality
- Provide regular updates to clients regarding service requests and transactions
- Ensure compliance with company policies and regulatory guidelines
- Prepare and maintain MIS reports related to client servicing
- Support Relationship Managers and Sales teams as required
Required Skills & Qualifications
- Graduate in any discipline (Commerce/Finance preferred)
- Good verbal and written communication skills
- Customer-focused attitude with problem-solving ability
- Basic knowledge of financial products (Equity, Mutual Funds, Insurance preferred)
- Ability to multitask and work under deadlines
Preferred Experience
Experience in broking, wealth management, banking, or financial services will be an added advantage.
Job Types : Full time, Permanent, Fresher
Pay: ₹12,000.00 - ₹25,000.00 per month
Benefits :
- Provident Fund
Work Location: In person
📌 Client Service Executive (Rajkot)
🏢 Pune E Stock Broking
📍 Rajkot
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