Client Servicing Executive

Job Title: Client Servicing Executive

Location: Vasai West

Employment Type: Full-Time

Role Overview

We are looking for a detail-oriented Administrative Executive to serve as the backbone of our financial advisory practice. In this role, you will bridge the gap between back-office operations and client-facing excellence, ensuring our investment data is precise and our client milestones are celebrated.

Key Responsibilities

Data & System Management: Maintain and update financial investment databases; ensure all client "book values" and portfolio data are current.

Client Relations: Manage automated client gifting platforms and coordinate bespoke outreach for milestones (birthdays, anniversaries, and investment achievements).

Process Automation: Assist in implementing trigger-based workflows to streamline data updates and client communications.

Office Administration: Manage calendars, coordinate with Chartered Accountants (CAs), and assist in the preparation of professional seminar materials or flyers.

Compliance Support: Organize and maintain digital filing systems to ensure all advisory documentation meets regulatory standards.

Candidate Profile

Experience: 2+ years in an administrative role, preferably within financial services, insurance, or accounting sectors.

Tech Savvy: Proficient in MS Office (Advanced Excel is a plus) and comfortable learning CRM or business automation tools.

Communication: Strong written and verbal communication skills for professional drafting of announcements and client emails.

Attributes: High level of discretion, extreme attention to detail, and the ability to multitask in a deadline-driven environment.