Client Services Executive

UniTrade FX & Trade Advisory LLP; Ambala; On-site; INR 420,000 - 540,000; Full time

Job summary

UniTrade FX & Trade Advisory LLP in Ambala seeks a Client Services Executive to manage day-to-day interactions with importers and exporters utilizing FX risk and trade finance advisory services. This full-time on-site role focuses on responding to queries, maintaining relationships, and supporting documentation, follow-ups, and status updates.

You will coordinate with internal advisory and operations teams, track client issues, prepare basic reports, and contribute to service quality

Qualifications

• Candidates should possess strong skills in Client Services and Client Relations to manage interactions and support client needs effectively.
• Business Relationship Management skills to build, maintain, and grow long-term professional relationships with clients.
• Customer Satisfaction skills, with a focus on service quality, responsiveness, and issue resolution.
• Analytical Skills to understand client requirements, interpret data and reports, and support advisory recommendations.
• Excellent written and verbal communication skills, with the ability to explain financial and trade-related concepts clearly.
• Detail-oriented, organized, and comfortable handling multiple client cases simultaneously.
• Bachelor’s degree in business, finance, or a related field; experience in banking, trade finance, or financial services is an advantage.

Responsibilities

• Manage routine servicing and follow-ups for existing corporate clients.
• Coordinate with banks and treasury teams for forex transactions and rate bookings.
• Track import payments, export proceeds, forward contracts, and transaction maturities.
• Maintain client records, transaction trackers, and documentation.
• Communicate professionally with clients and provide timely status updates.
• Support client meetings, proposals, and business development activities.

Skills

Client Services

Business Relationships

Customer Satisfaction

Analytical Skills

Communication Skills

Attention to Detail

Education

Bachelor's degree (Commerce/Business/Finance)

Tools

MS Excel

Job description

Company Description

UniTrade FX & Trade Advisory LLP is an independent advisory firm that supports importers and exporters in managing foreign exchange risk and optimizing trade finance structures. The firm provides specialized advisory services in FX risk management, trade finance structuring, treasury and banking advisory, bank pricing and cost optimization, and treasury information services. Drawing on more than 15 years of hands-on banking experience in trade finance operations, client relationship management, and foreign exchange, UniTrade brings institutional-level expertise to its clients. The company operates without bank affiliation or brokerage bias, ensuring advice is focused on clients’ business objectives. UniTrade’s mission is to help businesses optimize trade, protect currency exposure, and reduce costs.

Role Description

The Client Services Executive is a full-time, on-site role based in Ambala. This position is responsible for managing day-to-day client interactions, responding to queries, and ensuring a high standard of service delivery for importers and exporters using UniTrade’s advisory services. The role involves maintaining and strengthening client relationships, coordinating with internal advisory and operations teams, and supporting clients with documentation, follow-ups, and status updates on FX and trade finance-related activities. The Client Services Executive will track client issues, monitor satisfaction levels, prepare basic reports, and assist in onboarding new clients. This role also contributes to continuous improvement by collecting client feedback and sharing insights that can enhance service quality and client experience.

Key Responsibilites

• Manage routine servicing and follow-ups for existing corporate clients.
• Coordinate with banks and treasury teams for forex transactions and rate bookings.
• Track import payments, export proceeds, forward contracts, and transaction maturities.
• Maintain client records, transaction trackers, and documentation.
• Communicate professionally with clients and provide timely status updates.
• Support client meetings, proposals, and business development activities.

Qualifications

• Candidates should possess strong skills in Client Services and Client Relations to manage interactions and support client needs effectively.
• Candidates should possess Business Relationship Management skills to build, maintain, and grow long-term professional relationships with clients.
• Candidates should possess Customer Satisfaction skills, with a focus on service quality, responsiveness, and issue resolution.
• Candidates should possess Analytical Skills to understand client requirements, interpret data and reports, and support advisory recommendations.
• Excellent written and verbal communication skills, with the ability to explain financial and trade-related concepts clearly.
• Detail-oriented, organized, and comfortable handling multiple client cases simultaneously.
• Bachelor’s degree in business, finance, commerce, or a related field; experience in banking, trade finance, or financial services is an advantage.
• Proficiency in standard office software and readiness to work on-site in Ambala.

Candidate Requirements

• Graduate in Commerce, Business Administration, Finance, or a related field.
• Good verbal and written communication skills.
• Basic to good knowledge of MS Excel and documentation.
• A responsible, detail-oriented, and customer-focused approach.
• Banking, financial-services, trade-finance, or import-export experience will be an advantage.