Client Servicing Executive

SELEQT; Ahmedabad District; On-site; INR 400,000 - 600,000; Full time

Job summary

SELEQT, a wealth management firm in Ahmedabad, is seeking a Client Servicing Executive. This role is crucial for ensuring smooth operational processes in client onboarding, compliance, and relationship management.

The ideal candidate will have 1-2 years of experience in financial operations, preferably with knowledge of KYC processes and trade operations. Strong communication skills and a detail-oriented approach are essential. We offer competitive compensation.

Qualifications

• Graduate with a background in Commerce, Finance, or a related field is preferred.
• 1-2 years of experience in financial operations or wealth management support is required.
• Freshers will not be considered.

Responsibilities

• Coordinate end-to-end documentation for onboarding and compliance.
• Execute daily commercial orders accurately within cut-off timings.
• Act as the first point of contact for client queries.
• Oversee client gifting/milestone programs and maintain client profiles.

Skills

KYC Operations

Trade Operations

Data & Reporting

Client Relationship Management

Strong Communication Skills

Education

Graduate in Commerce, Finance or related fields

Tools

MS Excel

Job description

CLIENT SERVICING EXECUTIVE - Operations | Client Experience

Reports to: Wealth Advisor / Founder

Joining: Immediate

Compensation: Fixed + Incentive

Department: Operations & Client Experience

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About Us

SELEQT is a private wealth management firm catering to high-net-worth individuals, NRIs, and global clients across investments, insurance, taxation, and succession planning.

Role Overview

The Client Servicing Executive is the operational backbone of our client experience. You will ensure that everything behind the client-firm relationship—onboarding, regulatory compliance, transaction execution, and relationship management—runs 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: Minimum 1–2 years of core experience in financial operations or wealth management support. 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, 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 [e-mail]