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Operations Executive (Client Servicing)

1-6 Years
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Job Description

We are seeking an Operations Executive (Client Servicing) to join our dynamic team in India. The ideal candidate will be responsible for managing client relationships, ensuring operational excellence, and supporting our commitment to client satisfaction.

Responsibilities

  • Manage client relationships and ensure high levels of customer satisfaction.
  • Coordinate with internal teams to deliver services to clients.
  • Assist in the development and implementation of operational processes and procedures.
  • Handle client queries and issues promptly and effectively.
  • Prepare reports and documentation for client meetings and reviews.
  • Monitor service delivery and address any discrepancies or challenges.
  • Participate in client meetings and contribute to strategic discussions.

Skills and Qualifications

  • Bachelor's degree in Business Administration, Management, or a related field.
  • 1-6 years of experience in client servicing or operations role.
  • Strong communication and interpersonal skills.
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
  • Ability to work collaboratively in a team environment.
  • Strong problem-solving skills and attention to detail.
  • Experience with CRM software is a plus.

More Info

Job Type:
Function:
Employment Type:
Open to candidates from:
Indian

About Company

As a proud extension of the esteemed SBI legacy, SBI Securities offers a comprehensive suite of investment products and services designed to meet diverse financial objectives. Our products span across a wide array of asset classes, including equity, derivatives, mutual funds, corporate fixed deposits, bonds, insurance, loans, and Non-Convertible Debentures (NCDs). Managing your investments is simpler than ever with our intuitive trading platform, giving you seamless control over your portfolio.

Job ID: 120571423