Client Relationship Executive

24 hours ago


Vaishali Ghaziabad Uttar Pradesh, India d9ea1a0c-1daa-444f-88ff-c9e948b698e5 Full time ₹ 2,40,000 per year

Client Relationship Executive – Udyant Dynamics Pvt. Ltd. (TredxFinance)

Location: Vaishali | Full-Time

About the Role:

We are hiring a Client Relationship Executive to manage client interactions, understand funding requirements, coordinate documentation, and support end-to-end case processing with lenders. The role requires strong communication, financial understanding, and professionalism.

Key Responsibilities:

  • Understand clients' funding requirements and explain available finance solutions.
  • Collect, verify, and organize financial documents (KYC, GST, ITR, bank statements, Balance Sheet, etc.).
  • Conduct basic eligibility checks and prepare client financial profiles.
  • Coordinate with lender partners for file processing, approvals, and case closures.
  • Maintain regular communication with clients and provide status updates.
  • Perform occasional cold calling for lead qualification or follow-ups.
  • Adapt to additional responsibilities as per business needs.

Requirements:

  • Graduate in Finance/Commerce/Business (preferred).
  • Good communication & client-handling skills.
  • Basic understanding of financial documents and working capital finance.
  • Organized, professional, and detail-oriented.
  • Proficient in MS Office/Google Workspace.

Benefits:

  • Growth in Supply Chain Finance & Working Capital domain.
  • Good Salary and performance-based incentives.

Job Types: Full-time, Permanent

Pay: ₹15, ₹20,000.00 per month

Benefits:

  • Cell phone reimbursement

Work Location: In person



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