Client Relationship Executive

Job Summary

The Client Relationship Executive shall serve as the primary point of contact for clients while

ensuring efficient execution of operational and administrative activities. The role involves

managing client communications, coordinating documentation, working and tracking

assignments, to ensure timely completion of deliverables and an exceptional client

experience.

The ideal candidate should possess excellent communication, organizational, and

coordination skills with the ability to manage multiple assignments while maintaining high

standards of accuracy and professionalism.

Key Responsibilities

A. Client Relationship Management

• Act as the first point of contact for assigned clients.
• Build and maintain strong, professional relationships with clients.
• Understand client requirements
• Provide regular updates on assignment status and timelines.
• Respond promptly to client queries and ensure timely resolution.
• Schedule and coordinate client meetings, calls, and follow-ups.
• Ensure a consistently positive client experience.

B. Operations & Backend Support

• Coordinate execution of client assignments with internal departments.
• Track assignment progress and ensure adherence to timelines.
• Prepare and maintain trackers for ongoing work.
• Assist in preparation and review of client documentation.
• Maintain proper filing and record management systems.
• Ensure all documentation is updated and readily accessible.

C. Coordination & Follow-up

• Follow up with clients for pending documents and information.
• Coordinate with internal teams to ensure timely completion of assignments.
• Escalate delays or bottlenecks where necessary.
• Monitor deadlines and statutory timelines.
• Ensure no assignment remains unattended.

D. MIS & Reporting

• Prepare periodic client status reports.
• Maintain assignment dashboards and trackers.
• Generate MIS reports for management review.
• Update CRM and internal databases regularly.
• Maintain records of client communications.

E. Quality & Compliance

• Ensure adherence to internal SOPs and quality standards.
• Maintain confidentiality of client information.
• Ensure proper documentation and record retention.
• Assist in implementation of process improvements.
• Support internal audits and compliance reviews.

Key Performance Indicators (KPIs)

• Client response time.
• Client satisfaction and feedback.
• Timely completion of assignments.
• Accuracy of documentation.
• Number of pending follow-ups.
• Compliance with internal timelines.
• Quality of MIS and reporting.
• Zero critical documentation errors.

Skills & Competencies

Technical Skills

• Proficiency in Microsoft Office (Excel, Word, Outlook).
• Strong documentation and record management skills.

Soft Skills

• Excellent verbal and written communication.
• High level of professionalism.
• Attention to detail.
• Ability to multitask and prioritize.
• Problem-solving and analytical ability.
• Time management and organizational skills.
• Client-centric approach.

Educational Qualification

• Graduate in Commerce, Business Administration, Finance, or a related discipline.
• Company Secretary (CS), Chartered Accountancy (CA).

Experience

• 1–3 years in client servicing, operations, SEBI compliance, consulting, or financial

services.

• Fresh graduates with excellent communication and organizational skills may also be

considered.

Location : Mumbai

Budget: 25,000 to 40,000 per month

Preferred Industry Experience

Candidates with experience in any of the following will be preferred:

• Chartered Accountant (CA) firms
• Company Secretary (CS) firms
• Investment Advisory Compliances
• Wealth Management Compliances
• Mutual Fund Distribution Compliances
• Financial Services
• Legal & Compliance Firms

Key Attributes

• Professional appearance and etiquette.
• Positive attitude and willingness to learn.
• High integrity and confidentiality.
• Strong ownership and accountability.
• Team player with a collaborative mindset.
• Ability to work under deadlines.