Client Service Executive

Role Overview

The Client Servicing Executive is the operational backbone of our client experience. You will ensure that everything behind the client-firm relationshiponboarding, regulatory compliance, transaction execution, and relationship managementruns flawlessly.

Key Responsibilities

• Onboarding & Compliance: Coordinate end-to-end documentation; handle rigorous individual and non-individual KYC/CKYC processes.
• Transaction Processing: Execute daily commercial orders (Equity/Mutual Funds, SIP, STP, SWP) accurately within cut-off timings; manage non-commercial service updates.
• Client Operations: Act as the first point of contact for accounts, portfolio statements, and transaction queries; maintain a flawless follow-up calendar.
• Relationship Support: Oversee the client gifting/milestone program and maintain a highly detailed client profile database.

What We're Looking For

• Education: Graduate (Commerce, Finance, or a related business background preferred).
• Experience Requirements: Please only apply if you have a minimum 1-2 years of experience in financial operations or wealth management support at an Advisory/Distributor/AMC/CAMS/K-Fintech or a family office. Freshers will not be considered for this opening.

Core Technical Skills (Preferred):

• Depository & KYC Operations: Hands-on experience with online/offline Demat account opening, DP portals, e-KYC validation (including digital signatures and IPV), and compliance forms (FATCA, CKYC).
• Corporate Sourcing: Ability to independently audit non-individual accounts by verifying company documents, Board Resolutions, MOA/AOA, and partnership deeds.
• Trade Operations: Proven track record of handling daily equity/mutual fund transactions, tracking NAV cut-offs, updating client folios, and coordinating directly with RTAs like CAMS and KFintech.
• Data & Reporting: High proficiency in MS Excel & Power BI, email workflows, and maintaining daily operational MIS/dashboards for internal audits.
• Soft Skills: Strong written and verbal communication skills; a highly organized, patient, and detail-oriented mindset capable of handling time-sensitive operational pressure.

To Apply: Send your resume to [email protected]