Client Relationship Executives

JOB DESCRIPTION
  • Meet clients to understand their financial needs and offer suitable solutions.
  • Manage client servicing, relationship building, and regular follow-ups.
  • Handle field visits for client meetings, business development, and support.
  • Build and maintain strong long-term client relationships.
REQUIREMENTS
  • Good communication skills and a presentable personality.
  • Own vehicle for local travel.
  • Basic understanding of financial products and client servicing preferred.

Client Relationship Executives

JOB DESCRIPTION
  • Meet clients to understand their financial needs and offer suitable solutions.
  • Manage client servicing, relationship building, and regular follow-ups.
  • Handle field visits for client meetings, business development, and support.
  • Build and maintain strong long-term client relationships.
REQUIREMENTS
  • Good communication skills and a presentable personality.
  • Own vehicle for local travel.
  • Basic understanding of financial products and client servicing preferred.

Audit Assistant

JOB DESCRIPTION
  • Assist in audit, compliance, and documentation work.
  • Handle accounting, bookkeeping, and reconciliations.
  • Coordinate with clients for queries and billing follow-ups.
  • Maintain records and support assigned operational tasks.
REQUIREMENTS
  • Sound knowledge of Accounting concepts.
  • Proficiency in Tally, MS Excel, and accounting software.
  • Bachelor’s degree in Commerce (B.Com) or relevant field.