Client Servicing Executive Jobs Opening in RSVK Consulting Services at Banjara Hills, Hyderabad
Job Description
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.
More information about this Client Servicing Executive Job
Please go through the below FAQs to get all answers related to the given Client Servicing Executive job
- What are the job requirements to apply for this Client Servicing Executive job position?
- Ans: A candidate must have a minimum of 0 to 3+ year experience as an Client Servicing Executive
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: B.Com, BA, BBA/BBM
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This Client Servicing Executive is a work from home job?
- Ans: No ,its not a Work from Home Job.
- How many job vacancies are opening for the Client Servicing Executive position?
- Ans: There are immediate 1 job openings for Client Servicing Executive in our Organisation.
Job Particulars
Who can apply Freshers and Experienced (0 to 3+ Years )
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id2752886
Job Category BSc/BCA/BBM , Tech Support
Locality Address Banjara Hills
State Telangana
Country India
About Company
RSVK Consulting Services
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