Client Service Representative
3 weeks ago
**Client Onboarding**:
- Help new clients get set up by gathering necessary info and documents.
- Work with different teams to integrate new clients smoothly.
- Check and validate client info for compliance.
- Collaborate with sales to understand and meet client expectations.
- Provide clients with timely and accurate info on account setup.
**Client Servicing**:
- Be the main contact for clients, addressing their questions and providing great service.
- Build and maintain strong client relationships through regular communication.
- Collaborate internally to resolve client issues quickly.
- Monitor client accounts to ensure compliance.
- Identify opportunities to offer additional services based on client needs.
- Prepare and share regular performance reports with clients.
**Requirements**:
- Bachelor's degree in Business Administration, Finance, or related field.
- Proven experience in client onboarding or similar roles.
- Understanding of financial products and services.
- Excellent communication and organizational skills.
- Familiarity with regulatory requirements and compliance.
- Proficient in MS Office and CRM systems.
**Job Types**: Full-time, Permanent
**Salary**: ₹250,000.00 - ₹350,000.00 per year
**Benefits**:
- Health insurance
- Provident Fund
Schedule:
- Day shift
- Rotational shift
Supplemental pay types:
- Performance bonus
- Yearly bonus
**Education**:
- Bachelor's (preferred)
**Experience**:
- total work: 1 year (preferred)
- Customer service: 1 year (preferred)
**Language**:
- English (preferred)
- Hindi (preferred)
Ability to Commute:
- Andheri, Mumbai, Maharashtra (required)
Ability to Relocate:
- Andheri, Mumbai, Maharashtra: Relocate before starting work (required)
Work Location: In person
**Speak with the employer**
+91 9606920860
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