Client Service Executive

2 days ago

Ahmedabad Gujarat India, Gujarat Wealth First Portfolio Managers Ltd Full time

Job: Client Service Executive Location: AhmedabadRoles and Responsibility:1. Handling all operations related work of your immediate supervisor (RelationshipManager).2. New Client Registrations:To Fill and submit printed white form copy only for new clients &DMAT.3. Form Filling:Filling up of Forms (MF, DRF, Demat modification forms, Insurance, FD, PMS)4. MF transactions(Demat & Physical):To submit daily transactions as per stipulated timeline.Emailing the DMAT & Physical AOF transactions to the concerned.Check Demat transaction mail of Kruti ben before transaction time endsChecking the DMAT MF transactions in ledger >holding >MF statement > in software's Checking MF Physical Transactions5. Transactions Other than MF(PMS, Insurance, FD, Equity, Debt)Do the Transactions related to PMS, Insurance, FD, Equity, Debt)Checking of all other transactions (FD, Debt, Equity, PMS, Insurance)Client follow up for medical check-up (incase of insurance).6. Monthly Portfolio Reporting to clients & Preparation of reportsEmailing clients their report on monthly basis & also as and when required.Preparing the reports of clients as per requirement of immediate supervisor7. Client's Documents MaintenanceClients documents file maintenance8. Query ManagementTo solve client queries & also visit the client as and when required.To raise query related to any mismatch in client portfolio, either financial transaction or nonfinancial (MF, Equity, Debt, PMS, FD, Insurance)To maintain a separate sheet for Query and update on regular basis.9. Demat Related Work other than MF TransactionChecking the Demat ledger CR-DR balance on daily basis, for equity/mutual fund transaction. (T+5 compliance)Do the Client's TradeDo follow-up with clients for payment,Checking Delivery of shares/BondsTo submit the Buy-Back form in case of buyback.Checking of Dormant account and getting it activated before any Demat transaction.Update the purchase of any stock details when transferred from other DP to ours in tech excel.Requirement1 - 4 years of experience Bachelors/masters degree in Finance, Business, or related fields.Strong Excel, Word and PowerPoint skillsGood communication and organizational skills.Knowledge of mutual funds, equity markets, and data handling.NISM VA certificate

  • Client Services Executive

    2 weeks ago

    Ahmedabad, Gujarat, India Socialee Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Role:We are looking for Client Service Executive, who will help ensure clients receive exceptional service while the business's sales goals are supported. They should work directly with clients as well as overseeing a team of Client Service Representatives and also to develop and implement client service strategies that will increase sales while providing a...

  • Client Services Executive

    7 days ago

    Ahmedabad, Gujarat, India Immersive Exhibits Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Company DescriptionImmersive Exhibits is a full-serviceExhibition Stand Design & Build Agencybased in Ahmedabad, delivering impactful and unforgettable brand experiences for over10+ years. We specialize in transforming ideas into visually impressive exhibition stands through a complete in-house process — from conceptual design to final installation. Our...

  • Client Service Executive

    7 days ago

    Ahmedabad, Gujarat, India Vacha Inc Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Join Vacha Inc as a Client Service Executive Manage client accounts, understand brand needs, coordinate with creative teams, ensure timely project delivery, and maintain strong client relationships to drive satisfaction and business growth.

  • Client Servicing Executive

    1 week ago

    Ahmedabad, Gujarat, India Paxbridge Management services Pvt Ltd Full time ₹ 3,15,000 - ₹ 4,20,000 per year

    Hey Job applicants,Greetings from We RecruitersWe are hiring for Client Servicing Executive position for one of our esteemed client in Event Management industry for Nehrunagar location.Experience : 2-3 yearsTimings : 11:00 pm to 6:00 pmWork mode : Full time, On siteKey Responsibilities:Serve as the primary point of contact for clients, managing relationships...

  • Client Services Executive

    5 days ago

    Ahmedabad, Gujarat, India Nyasa Full time

    NYASA Media Agencyis a full-service creative powerhouse redefining digital storytelling in Ahmedabad. We're on the lookout for aClient Service Executivewith a sharp mind and problem solving perspective to bring our vision to life.Job Responsibilities:● Manage Client Accounts: Develop and maintain strong relationships with clients, serving asthe primary...

  • Client Services Executive

    2 weeks ago

    Ahmedabad, Gujarat, India CFIRST Background Checks LLP Full time ₹ 2,00,000 - ₹ 4,00,000 per year

    Position: Client Service -ExecutiveJob Location: Prahladnagar - AhmedabadRequirements:Excellent English Communication Voice.Basic Computer Skill (Excel, Typing)Job purpose: To interact with client on a regular basis and to ensure that delivery standards are met as per requirementKey Responsibilities:First point of contact (SPOCs ) for clients and focus of...

  • Trainee Client Services Executive

    7 days ago

    Ahmedabad, Gujarat, India Medusind Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Company DescriptionMedusind is a leading medical and dental billing and revenue cycle management company. We help organizations maximize revenue and reduce operating costs through our highly trained team of experts, powerful technology solutions, and client-focused services. Our aim is to significantly improve the efficiency and profitability of medical...

  • Client Service Executive

    7 days ago

    Ahmedabad, Gujarat, India Radius Enterprise Solutions Full time ₹ 1,92,000 - ₹ 2,40,000 per year

    Client Service Executive (Ahmedabad)Shift: 8 pm - 5 am (Night Shift & Day shift 9am to 6pm)Salary: ₹15k - ₹20k + incentives + ₹1400 meal allowance for Night-salary:14k-16k +incentives for dayEducation: 12th, GraduationMandatory Skills: Excellent Communication, Typing Skills wpm)Experience: 0-2 YearsAge Limit: Up to 25Job Type: Full-timePay: ₹15,...

  • Client Servicing Executive

    5 days ago

    Ahmedabad, Gujarat, India Left of Centre Marketing LLP Full time

    Client Servicing Associate-Location: Corporate Road, PrahladnagarType: Full-timeExperience: Minimum 1 year experience in an agencyAbout the Role-We're looking for a proactive Client Servicing Associate to manage day-to-day client communication, coordinate with internal teams, and ensure smooth project delivery.Key Responsibilities-Act as the primary point of...

  • Client Services Manager

    5 days ago

    Ahmedabad, Gujarat, India Digital Sky 360 Full time

    Company DescriptionDigital Sky 360 is a leading digital marketing company based in Ahmedabad, specializing in delivering tailored marketing solutions for a variety of industries. From real estate and hospitality to education and tourism, the company collaborates with clients across diverse sectors, including celebrities and manufacturing businesses. With a...