Client Services Executive – Financial Services

Company: PITANGA WEALTH PVT. LTD.
Job Location: Ramesh Nagar, West Delhi, New Delhi
Job Type: Full-Time
Work Mode: On-site
Experience: Fresher / 0–2 Years
Qualification: Graduate preferred
Industry: Financial Services, Investment & Wealth Management

Apply Online: https://www.pitangawealth.com/career/
Company Website: https://www.pitangawealth.com/

About PITANGA WEALTH PVT. LTD.

Pitanga Wealth Pvt. Ltd. is a financial services company offering a range of financial products and services, including stock market services, mutual funds, SIPs, insurance, loans, and other financial solutions.

We focus on providing professional client service, relationship management, and long-term customer engagement.

Job Overview

We are looking for a motivated, professional, and customer-focused Client Services Executive – Financial Services to join our team in West Delhi.

The candidate will be responsible for handling client queries, assisting with account opening and onboarding, maintaining client relationships, coordinating service requests, and supporting business development activities.

This position is suitable for freshers and experienced candidates who want to build a career in financial services, client servicing, and relationship management.

Key Responsibilities

- Handle incoming and outgoing client calls related to financial services.
- Assist clients with Demat account opening, trading account opening, KYC, and documentation.
- Provide client support for stock market services, mutual funds, SIPs, insurance, and other financial products.




- Maintain regular communication and follow-ups with existing clients.
- Resolve client queries, complaints, and service-related issues professionally.
- Coordinate with internal departments for timely resolution of client requests.
- Maintain accurate client information and update CRM software regularly.
- Follow up with inactive clients for engagement and reactivation.
- Support client retention and relationship-building activities.
- Identify business development and cross-selling opportunities.
- Generate client referrals and assist in achieving business targets.
- Maintain professional communication and follow company policies.
- Ensure proper documentation and compliance with applicable company guidelines.

Required Skills

- Excellent communication and interpersonal skills.
- Good telephone etiquette and client-handling ability.
- Basic knowledge of financial services, banking, investments, or insurance is preferred.
- Computer proficiency, MS Excel, email, and CRM software.
- Ability to manage multiple tasks and client follow-ups.
- Customer-oriented approach with a professional attitude.
- Ability to work independently and as part of a team.




- Good Hindi and basic English communication skills.

Eligibility Criteria

- Graduate preferred.
- Freshers are welcome to apply.
- Candidates with experience in financial services, banking, stock broking, insurance, customer service, or relationship management will be preferred.
- Candidates with sales, telecalling, or customer support experience are encouraged to apply.

Career Growth Opportunities

Successful candidates may grow into positions such as:

- Senior Client Services Executive
- Relationship Manager
- Senior Relationship Manager
- Team Leader
- Branch Operations / Client Relationship Management

Career progression will depend on performance, skills, and business requirements.

What We Offer

- Professional work environment.
- Opportunity to build a career in financial services.
- Practical exposure to financial products and client relationship management.
- Training and development opportunities.
- Performance-based career growth.
- Supportive team environment.

How to Apply

Interested candidates can apply through Indeed or directly through our official Careers page.

Apply Online:
https://www.pitangawealth.com/career/

Company Website:
https://www.pitangawealth.com/

Candidates are encouraged to visit our Careers page and submit their applications online.

Company: PITANGA WEALTH PVT. LTD.
Location: Ramesh Nagar, West Delhi, Recent Delhi

Join PITANGA WEALTH PVT. LTD. and build your career in the financial services industry.

Pay: ₹20,000.00 - ₹25,000.00 per month

Work Location: In person

📌 Client Services Executive – Financial Services I Freshers Welcome (Ramesh Nagar)
🏢 Pitanga Wealth
📍 Ramesh Nagar