Client Support Executive

Corporate Stalwarts; Hyderabad; Vor Ort; INR 300.000 - 600.000; Vollzeit

Zusammenfassung

Corporate Stalwarts is seeking a detail-oriented operations support associate in Hyderabad, India, to back Relationship Managers in managing client portfolios and servicing requirements. You will process client transactions, coordinate with AMCs/banks, and generate MIS reports to keep stakeholders informed.

The role requires strong communication, Excel/MIS proficiency, and a proactive approach to resolving client queries, onboarding, and reporting tasks in a fast-paced financial services

Qualifikationen

• Experience in financial services or fintech operations.
• Strong attention to detail and accuracy in financial transactions.
• Excellent client service and communication skills.
• Proficiency in Excel/MIS and data handling.

Aufgaben

• Provide day-to-day operational support to Relationship Managers in managing client portfolios and servicing client requirements.
• Assist RMs with processing client transactions, tracking transaction status, and ensuring timely completion.
• Coordinate with Mutual Fund AMCs, banks, and other external partners to resolve transaction and client-related queries.
• Prepare and circulate daily, weekly, and monthly MIS reports for Relationship Managers and internal stakeholders.
• Support month-end and year-end financial reporting and reconciliation activities.
• Assist in preparing taxation-related reports, statements, and client data as required.
• Maintain accurate records of client transactions, requests, documentation, and follow-ups.
• Liaise with internal teams, external vendors, AMC representatives, and banking partners to resolve operational issues efficiently.
• Support RMs in ensuring a smooth and timely client onboarding and servicing experience.
• Identify operational gaps and proactively follow up to ensure timely closure of client requests.
• Maintain high standards of data accuracy, confidentiality, compliance, and process adherence.
• Handle other administrative and operational responsibilities as assigned.

Kenntnisse

Client service

Communication

Excel/MIS

Data management

Stakeholder coordination

Attention to detail

Problem-solving

Organizational skills

Fast-paced environment

Fintech awareness

Tools

Excel

Jobbeschreibung

• Provide day-to-day operational support to Relationship Managers in managingclient portfolios and servicing client requirements.
• Assist RMs with processing client transactions, tracking transaction status, andensuring timely completion.
• Coordinate with Mutual Fund AMCs, banks, and other external partners toresolve transaction and client-related queries.
• Prepare and circulate daily, weekly, and monthly MIS reports for RelationshipManagers and internal stakeholders.
• Support month-end and year-end financial reporting and reconciliation activities.
• Assist in preparing taxation-related reports, statements, and client data asrequired.
• Maintain accurate records of client transactions, requests, documentation, andfollow-ups.
• Liaise with internal teams, external vendors, AMC representatives, and bankingpartners to resolve operational issues efficiently.
• Support RMs in ensuring a smooth and timely client onboarding and servicingexperience.
• Identify operational gaps and proactively follow up to ensure timely closure of clientrequests.
• Maintain high standards of data accuracy, confidentiality, compliance, andprocess adherence.
• Handle other administrative and operational responsibilities as assigned.

Requirements

• Strong client service and communication skills.
• Good understanding of financial services, mutual funds, investments, or fintechoperations.
• Strong attention to detail and accuracy in handling financial transactions and reports.
• Good Excel/MIS and data management skills.
• Ability to coordinate effectively with multiple internal and external stakeholders.
• Strong follow-up, problem-solving, and organizational skills.
• Ability to work in a fast-paced, technology-driven environment.
• Customer-centric approach with a strong sense of ownership and accountability.