Client Service Executive

Seleqt Wealth; Ahmedabad District; On-site; INR 420,000 - 620,000; Full time

Job summary

Seleqt Wealth in Ahmedabad is seeking a Client Servicing Executive to ensure a flawless client experience across onboarding, compliance, transaction execution, and ongoing relationship management.

You will coordinate KYC processes, handle daily trade operations for equities and mutual funds, manage client folios, and maintain detailed client profiles, while upholding regulatory standards.

Qualifications

• Graduate in Commerce/Finance with business understanding.
• Minimum 1-2 years in financial operations or wealth management support.
• Experience with onboarding, KYC/CKYC, and regulatory processes is preferred.

Responsibilities

• Coordinate onboarding and compliance including KYC/CKYC processes.
• Execute daily equity/mutual fund transactions and update client folios.
• Handle client inquiries, statements, and maintain follow-up calendar.
• Support client gifting/milestone program and maintain client profiles.

Skills

Depository & KYC Operations

Corporate Sourcing

Trade Operations

Data & Reporting

Soft Skills

Education

Graduate in Commerce/Finance

Tools

MS Excel

Power BI

Job description

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.