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We are looking for a Client Support Executive to join our Relationship Management team at our company. This role will be responsible for providing seamless operational and client support to Relationship Managers (RMs), ensuring timely execution of client transactions, accurate reporting, and efficient resolution of service-related queries. The ideal candidate should have strong attention to detail, good communication skills, and an interest in financial services and fintech.
Key Responsibilities
● 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.
● Welcome prospective and existing clients visiting the office, ensure a positive experience, and provide an overview of Scripbox and its services.
● 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.
Key Skills & Competencies
● 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 fast-paced, technology-driven environment.
● Customer-centric approach with a strong sense of ownership and accountability.
Qualification & Experience
● Bachelor’s degree in Finance, Accounting, Business Administration, Commerce, or a related field.
● Prior experience in client servicing, financial operations, wealth management, mutual funds, banking, or fintech will be an advantage.
● Freshers with strong analytical, communication, and customer-service skills may also be considered.
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