Client Relationship Executive
24 hours ago
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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