Executive - Client Relationship - Banking (2-5 Yrs) Delhi (after-sales/customer

Designation Executive - Client Relations- Location Delhi - Industry Financial Services Investment Banking Capital Markets- Education Graduation from any stream with relevant experience in customer service - Experience 2 Years experience in customer service in PMS Bank MF experience Role Overview - This role involves managing client interactions across phone email and meetings ensuring a smooth onboarding process including KYC documentation and account opening You will coordinate with internal teams for account funding maintain detailed client records and address customer queries or complaints promptly - The position requires supporting the regional sales team in scaling assets under management handling basic branch administration and ensuring compliance with all regulations Strong communication skills in English Hindi proficiency in MS Excel and a service-oriented approach are essential for success Key Skills - Handle all levels of interaction with Customers and Partners via phone email and meetings and facilitate all aspects of interaction - Handle client onboarding activities like collecting KYC documents Form filling data entry and following up with the relevant stakeholders for account opening - Handle funding of opened accounts by coordinating with Clients and Partners with the mid office Client Relations Team based in Mumbai - Document or maintain records of each and every interaction with the customers for future evaluation - Setting up customer accounts and providing relevant information to them - Maintains ongoing relations post-sale with each customer relationship management within ongoing relations are included receiving customer complaints investigating complaints comments and resolving or obtaining resolution - Constant communication with colleagues from various departments to offer efficient customer service Be a support to the Region Sales Team in scaling the AUM for the region - Handle branch-related admin work bills local vendors etc - Comply to all processes and regulations related to Compliance - Proficient in handling excel Requirement - Fluent in English Hindi and positive writing and verbal communication skills - Service-oriented and able to resolve customer grievances - Can work in a high stress environment - Positive and uplifting attitude - Team Player and Relationship building skills - Strong analytical skills and be able to manage time effectively ref updazz com .