Pa / Spa - Client Servicng / Revenue Booking - 3+ Years - Mumbai

2 weeks ago


Mumbai Maharashtra, India Crescendo Global Full time

PA SPA - Client Servicing Revenue Booking - 3 Years - Mumbai Are you an experienced professional in financial services practice with a knack for client servicing Are you looking for an opportunity to thrive in a dynamic and inclusive workplace offering exciting challenges and rewarding growth If yes this role is for YOU Join us as a PA SPA in Mumbai where you will play a key role in client servicing and revenue booking while being a part of an organization that promotes diversity equality and inclusion We are looking for a diligent and solution-oriented individual who can ensure excellence in delivering financial services to high-profile clients Location - Mumbai Maharashtra India Your Future Employer - A globally recognized industry leader in financial services our organization is known for enabling extraordinary client growth With a commitment to innovation and excellence we encourage a culture of collaboration inclusion and continuous learning Join a team where your contributions will be recognized and your professional development will be prioritized Responsibilities - Effectively manage and deliver end-to-end client servicing with a customer-centric approach Oversee revenue booking processes and ensure compliance with organizational standards Prepare and analyze financial reports invoices and relevant documentation efficiently Collaborate with various departments to ensure seamless execution of projects and smooth client delivery Maintain robust client relationships and strive to exceed their expectations Identify and resolve client or process-driven issues and contribute to operational improvements Requirements - Minimum experience of 3 years in client servicing financial services practice or revenue booking Strong knowledge of financial products client relationship management and revenue processes Excellent problem-solving skills and an eye for detail Effective communication and interpersonal skills Proficiency in financial tools CRM systems and Microsoft Office Suite Ability to work collaboratively in a fast-paced environment while managing multiple priorities What s in it for you - Opportunity to work with a global industry leader in financial services A vibrant work culture focused on diversity equity and inclusion Competitive compensation package with performance-linked incentives A structured career growth plan and ongoing professional development opportunities An environment that values innovation learning and collaboration Reach us - If you feel this opportunity is well aligned with your career progression plans please feel free to reach me with your updated profile at Disclaimer - Crescendo Global specializes in Senior to C-level niche recruitment We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience Crescendo Global does not discriminate based on race religion color origin gender sexual orientation age marital status veteran status or disability status Scammers can misuse Crescendo Global s name for fake job offers We never ask for money purchases or system upgrades Verify all opportunities at and report fraud immediately Stay alert Note - We receive a lot of applications on a daily basis so it becomes a bit difficult for us to get back to each candidate Please assume that your profile has not been shortlisted in case you don t hear back from us in 1 week Your patience is highly appreciated Profile Keywords - Placements premiums Insurance Broking Revenue Booking Client Servicing Revenue Booking Mumbai Jobs



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