Client Service Representative

7 hours ago

Andheri Mumbai Maharashtra, India Bangalore Startegic Company Full time

**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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