● Provide day-to-day operational support to Relationship Managers in managing client portfolios and servicing client requirements.
● Assist RMs with processing client transactions, tracking transaction status, and ensuring timely completion.
● Coordinate with Mutual Fund AMCs, banks, and other external partners to resolve transaction and client-related queries.

● Prepare and circulate daily, weekly, and monthly MIS reports for Relationship Managers and internal stakeholders.

● Support month-end and year-end financial reporting and reconciliation activities.

● Assist in preparing taxation-related reports, statements, and client data as required.

● Maintain accurate records of client transactions, requests, documentation, and follow-ups.

● Liaise with internal teams, external vendors, AMC representatives, and banking partners to resolve operational issues efficiently.

● Support RMs in ensuring a smooth and timely client onboarding and servicing experience.

● Identify operational gaps and proactively follow up to ensure timely closure of client requests.

● Maintain high standards of data accuracy, confidentiality, compliance, and process adherence.

● Handle other administrative and operational responsibilities as assigned.

Requirements

● Strong client service and communication skills.

● Good understanding of financial services, mutual funds, investments, or fintech operations.

● Strong attention to detail and accuracy in handling financial transactions and reports.

● Good Excel/MIS and data management skills.

● Ability to coordinate effectively with multiple internal and external stakeholders.

● Strong follow-up, problem-solving, and organizational skills.

● Ability to work in a fast-paced, technology-driven environment.

● Customer-centric approach with a strong sense of ownership and accountability.

Client Support Executive

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