Client Support Executive – Wealth Management & Mutual Funds

Title: Client Support Executive – Relationship Management

Location: Hyderabad

Qualifications: Bachelor's degree in Finance, Commerce, Accounting, Business Administration, or a related discipline.

Experience:

• Prior experience in client servicing, financial operations, wealth management, mutual funds, banking, or fintech will be an advantage.
• Freshers with strong analytical, communication, and customer-service skills are encouraged to apply.

About the Role:

We are looking for a detail-oriented and customer-focused Client Support Executive to join our Relationship Management team at Scripbox. The role involves providing operational and administrative support to Relationship Managers (RMs), facilitating client transactions, preparing management information system (MIS) reports, coordinating with external partners, and ensuring timely resolution of client service requests.

The ideal candidate should possess strong communication and organizational skills, proficiency in MS Excel, and an interest in mutual funds, investments, wealth management, or fintech operations.

Key Responsibilities:

• Provide day-to-day operational support to Relationship Managers in managing client portfolios and servicing client requirements.
• Assist in processing client transactions, tracking their status, and ensuring timely execution.
• Coordinate with mutual fund Asset Management Companies (AMCs), banks, and external partners to resolve transaction-related issues.
• Prepare and circulate daily, weekly, and monthly MIS reports for Relationship Managers and internal stakeholders.
• Support month-end and year-end reporting, reconciliation, and financial documentation activities.
• Assist in preparing tax-related reports, investment statements, and client data as required.
• Maintain accurate records of client transactions, service requests, documentation, and follow-ups.
• Coordinate with internal teams, external vendors, AMC representatives, and banking partners to resolve operational queries.
• Support client onboarding and ensure a smooth, efficient, and timely servicing experience.
• Welcome prospective and existing clients visiting the office and provide a professional introduction to Scripbox and its services.
• Monitor pending requests, identify operational gaps, and proactively follow up to ensure timely closure.
• Maintain data accuracy, client confidentiality, compliance, and adherence to established processes.
• Perform additional administrative and operational tasks as assigned.

Key Skills and Competencies:

• Strong verbal and written communication skills.
• Good understanding of financial services, mutual funds, investments, banking, or fintech operations.
• Proficiency in MS Excel, data management, and MIS reporting.
• High attention to detail and accuracy in handling financial transactions and documentation.
• Strong coordination, follow-up, and problem-solving abilities.
• Excellent organizational and time-management skills.
• Customer-centric mindset with a strong sense of ownership and accountability.
• Ability to manage multiple tasks and work effectively in a fast-paced, technology-driven environment.
• Willingness to learn financial products, operational processes, and relevant compliance requirements.

Qualification and Experience:

• Bachelor's degree in Finance, Commerce, Accounting, Business Administration, or a related discipline.
• Prior experience in client servicing, financial operations, wealth management, mutual funds, banking, or fintech will be an advantage.
• Freshers with strong analytical, communication, and customer-service skills are encouraged to apply.

Key Performance Indicators (KPIs):

Success in this role will be measured by:

• Timely and accurate processing of client transactions.
• Prompt resolution of client queries and operational issues.
• Accuracy and timely delivery of MIS reports and financial statements.
• Effective coordination with Relationship Managers, AMCs, banks, and internal teams.
• Timely follow-up and closure of pending client requests.
• Adherence to compliance standards, data confidentiality, and operational processes.
• Consistent delivery of a positive and seamless client experience.