Client Servicing Executive- FinTech

BrandCrest Holdings; Bengaluru; On-site; INR 300,000 - 450,000; Full time

Job summary

BrandCrest Holdings is seeking a proactive Client Servicing Executive for its FinCrest vertical in Bengaluru. You will serve as the primary SPOC for fintech clients, coordinating with internal finance, tax, and compliance teams to ensure seamless onboarding and ongoing service delivery.

Responsibilities include onboarding new clients, identifying upsell opportunities, maintaining oversight of client accounts across tax, compliance, and virtual CFO engagements, and flagging issues to senior

Qualifications

• Bachelor's or Master's degree in Marketing, Business, Communications or related field.
• 1–3 years of experience in client servicing, account management or customer success.

Responsibilities

• Onboard new clients, including fixing and attending client meetings.
• Support business development activities such as identifying upsell or referral opportunities.
• Maintain an overview of all client accounts across tax, compliance, and virtual CFO engagements.
• Periodically check account status and identify any issues or delays not addressed by the Ops team.
• Flag unaddressed issues or delays to the Business Development senior for resolution.
• Support client onboarding, including documentation collection and coordination with internal teams.
• Escalate unresolved client queries to the right internal stakeholder.
• Share feedback on gaps in servicing and suggest improvements to client experience.

Skills

Strong communication

Relationship management

CRM tools

Education

Bachelor's or Master's degree in Marketing, Business, Communications

Tools

CRM tools

Job description

BrandCrest Holdings is a diversified business group committed to building agile, high-impact brands across India's evolving business landscape. We operate through two key verticals:

• AdCrest - Our full-stack advertising and marketing powerhouse, offering services across brand activations, OOH, transit, influencer, video, and digital marketing under specialized sub-brands.
• FinCrest - Our financial advisory and compliance services vertical, delivering tax consulting, regulatory guidance, virtual CFO solutions, and business finance strategy to startups and enterprises.

About the Role:

We are looking for a proactive and client-focused Client Servicing Executive to join our FinCrest vertical. This role is ideal for someone who enjoys building relationships and wants to grow into a trusted point of contact for our fintech clients. You will act as the primary SPOC (Single Point of Contact), ensuring smooth coordination between clients and our internal finance, tax, and compliance teams, and ensuring every client engagement runs seamlessly from onboarding through ongoing service delivery.

Key Responsibilities:

• Work with the Business Development team to onboard new clients, including fixing and attending client meetings
• Support business development activities such as identifying upsell or referral opportunities
• Maintain an overview of all client accounts across tax, compliance, and virtual CFO engagements
• Periodically check account status and identify any issues or delays not addressed by the Ops team
• Flag unaddressed issues or delays to the Business Development senior for resolution
• Support client onboarding, including documentation collection and coordination with internal teams
• Escalate unresolved client queries to the right internal stakeholder
• Share feedback on gaps in servicing and suggest improvements to client experience

Specifications:

• Qualification: Bachelor's or Master's degree in Marketing, Business, Communications, or a related field. Prior internship or work experience in client servicing, account management, or customer success is an added advantage
• Experience: 1-3yrs of experience in Client service (Exposure to fintech, financial services, or startup environments is an added advantage)

Knowledge & Skills:

• Basic working knowledge of the Income Tax Act, GST Act, Companies Act, and other applicable compliance frameworks
• Familiarity with how tax, compliance, and virtual CFO services are delivered
• Strong communication and relationship management skills
• Comfort with CRM tools and trackers

Qualifications:

• Familiarity with CRM or client-tracking tools is a plus
• Willingness to learn about RBI regulations, payment/fintech compliance, and financial reporting on the job
• Excellent written and verbal communication skills
• Strong interpersonal skills with the confidence to engage directly with clients
• Basic understanding of finance, taxation, or compliance concepts is preferred, though not mandatory
• Proficiency in MS Excel, MS PowerPoint, and email communication
• Genuine interest in the fintech and financial services industry
• Strong ownership mindset with the ability to multi-task and manage multiple clients simultaneously
• Ability to work in a fast-paced, execution-driven environment
• Flexible Hours
• Casual Wear (Except for Client facing Employees)