Client Servicing Executive

Sanyojit Financial Services; Kolkata District; On-site; INR 167,000 - 279,000; Full time

Benefits offered by this job

Hybrid work model

Travel reimbursement

Incentives on performance

Job summary

Sanyojit Financial Services in Kolkata is hiring a Client Servicing Executive to nurture client relationships, coordinate service delivery, and deliver a superior customer experience across wealth management solutions.

The role involves client meetings across the city, onboarding and documentation support, CRM updates, and proactive cross-selling opportunities, with a hybrid work setup and incentives based on experience.

Qualifications

• Graduate in commerce or any discipline.
• 2–10 years of experience in client servicing or related fields.
• Two-wheeler with valid driving licence and willingness to travel across Kolkata.

Responsibilities

• Respond to client enquiries and resolve service requests promptly.
• Support client onboarding, documentation, and account activation.
• Build and maintain long-term relationships with clients through regular communication.
• Coordinate with internal teams to ensure timely completion of client requests.
• Prepare client presentations, proposals, and service documentation.
• Identify opportunities to cross-sell and up-sell suitable financial products based on client needs.
• Schedule client meetings and follow up on pending actions.
• Maintain accurate client records and CRM updates.
• Deliver a consistently high standard of customer service.

Skills

Client Servicing

Relationship Management

Communication

Hindi & Bengali

MS Office

CRM software

Education

Graduate in Commerce or any discipline

Tools

CRM software

Job description

Sanyojit Financial Services is a growing investment advisory firm focused on helping individuals and families build long-term wealth through disciplined mutual fund investing.

We believe that wealth creation should be simple, transparent, and goal-driven. Through personalized advisory and curated mutual fund solutions, we help clients move from confusion to clarity in their financial journey.

Job Description

The Client Servicing Executive role focused on nurturing client relationships, ensuring seamless communication, coordinating service delivery, and creating a superior customer experience. The role requires regular interaction with clients and internal teams to deliver timely, reliable, and personalized service.

Key Responsibilities

• Respond to client enquiries and resolve service requests promptly.
• Support client onboarding, documentation, and account activation.
• Build and maintain long-term relationships with clients through regular communication.
• Coordinate with internal teams to ensure timely completion of client requests.
• Prepare client presentations, proposals, and service documentation.
• Identify opportunities to cross-sell and up-sell suitable financial products based on client needs.
• Schedule client meetings and follow up on pending actions.
• Maintain accurate client records and CRM updates.
• Deliver a consistently high standard of customer service.

Requirements

• Graduate in Commerce or any discipline.
• 2 to 10 years of experience in client servicing, relationship management, customer support, banking, insurance, mutual funds, wealth management, or financial advisory.
• Candidates owning a two-wheeler and a valid driving licence will be preferred, as the role involves client meetings across Kolkata.

Required Skills

• Excellent communication and interpersonal skills.
• Good working knowledge of Hindi and Bengali is required.
• Strong presentation and relationship management skills.
• Customer-first mindset with a professional approach.
• Good analytical, problem-solving, and organizational skills.
• Proficiency in Microsoft Office. Experience with CRM software will be an added advantage.
• Salary: ₹15,000 to ₹25,000 per month plus incentives, based on experience and qualifications.
• Travel reimbursement for official duties.
• Hybrid working environment.
• Opportunity to build a career in wealth management and financial advisory.