Client Servicing Executive

We are seeking a dynamic and customer-focused individual to join our Customer Service team, responsible for handling queries related to Wealth Management, Demat accounts, and Trading services. The role involves resolving customer issues via calls, emails, and chat, ensuring a seamless and positive customer experience.&

The ideal candidate will have a strong background in financial services, exceptional problem-solving abilities, and the ability to navigate complex client concerns with professionalism and efficiency. This role requires close collaboration with internal stakeholders, senior leadership, and high-net-worth clients to ensure timely and effective resolution of issues while maintaining the highest standards of client satisfaction. &

Assist customers with account-related queries, trade executions, fund transfers, portfolio updates, and system navigation.&

Guide customers in using online trading platforms, mobile apps, and portals.&

Investigate, analyze, and resolve complex client concerns in a timely and professional manner.&

Collaborate with internal teams, including Relationship Managers, Operations, Risk, to address and resolve issues effectively.&

Maintain knowledge of products, market updates, regulatory changes (SEBI, NSDL/CDSL), and internal processes.&

Prepare and present detailed reports to senior leadership on escalation trends, root causes, and resolution effectiveness.&

Maintain up-to-date knowledge of industry trends, regulatory changes, and best practices in wealth management and client service.&

Drive continuous process improvement initiatives to enhance service delivery and client satisfaction.&

Strong understanding of wealth management products, services, and regulatory landscape.&

Exceptional communication and interpersonal skills, with the ability to engage effectively with high-net-worth clients and senior executives.&

Proven track record of handling complex client escalations and delivering successful resolutions.&

Strong analytical and problem-solving skills with attention to detail.&

Ability to work in a fast-paced, high-pressure environment while maintaining a client-centric approach.&