● Provide day-to-day operational support to Relationship Managers in managing client portfolios and servicing client requirements. ● Assist RMs with processing client transactions, tracking transaction status, and ensuring timely completion. ● Coordinate with Mutual Fund AMCs, banks, and other external partners to resolve transaction and client-related queries. ● Prepare and circulate daily, weekly, and monthly MIS reports for Relationship Managers and internal stakeholders. ● Support month-end and year-end financial reporting and reconciliation activities. ● Assist in preparing taxation-related reports, statements, and client data as required. ● Maintain accurate records of client transactions, requests, documentation, and follow-ups. ● Liaise with internal teams, external vendors, AMC representatives, and banking partners to resolve operational issues efficiently. ● Support RMs in ensuring a smooth and timely client onboarding and servicing experience.



● Identify operational gaps and proactively follow up to ensure timely closure of client requests. ● Maintain high standards of data accuracy, confidentiality, compliance, and process adherence. ● Handle other administrative and operational responsibilities as assigned. Requirements ● Strong client service and communication skills. ● Good understanding of financial services, mutual funds, investments, or fintech operations. ● Strong attention to detail and accuracy in handling financial transactions and reports. ● Good Excel/MIS and data management skills. ● Ability to coordinate effectively with multiple internal and external stakeholders. ● Strong follow-up, problem-solving, and organizational skills. ● Ability to work in a rapid-paced, technology-driven environment. ● Customer-centric approach with a strong sense of ownership and accountability.

📌 Client Support Executive (Hyderabad)
🏢 Corporate Stalwarts
📍 Hyderabad