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Client Service Executive (CSE)

Actively Reviewing the Applications

Client First Asia

India, Raipur, Chhattisgarh Full-Time On-site

Posted 14 hours ago • Apply by June 14, 2026

Job Description

Job Description — Client Service Executive (CSE)

Department: Client Advisory & Operations

Reports to: Operations Manager / Senior CSE / Relationship Manager (functional)

Role Objective

The Client Service Executive is responsible for ensuring a smooth, timely, and professional client service experience across all investment and insurance transactions. The role supports Relationship Managers and Advisors by managing documentation, coordination, and client communication so that advisory teams can focus on client relationships and portfolio growth.

Key Purpose:

Deliver reliable and responsive service so that clients feel confident and supported in all financial transactions.

Key Responsibilities

1) Client Service Coordination

Handle client service requests (statements, folio updates, bank changes, nominee updates, redemptions)
Acknowledge client queries within defined TAT
Coordinate with AMCs, brokers, insurance companies and registrars (CAMS/KFin)
Provide status updates to RM and client

2) Account Opening & Documentation

Process new client onboarding (KYC, FATCA, CKYC, mandate, nomination)
Verify forms for completeness and compliance
Ensure correct documentation before submission
Maintain digital client records in CRM/DMS

3) Transaction Processing

SIP registrations, switches, additional purchases, redemptions
Insurance proposal documentation
PMS/AIF documentation coordination
Follow up till transaction completion

4) RM Support

Prepare client portfolio summaries before meetings
Track pending documentation
Update transaction status
Maintain client records

5) Client Communication

Respond to routine client queries
Provide statements, transaction confirmations, and updates
Escalate advisory or relationship matters to RM/Advisor

6) CRM & Data Management

Update all service activities in CRM
Maintain accurate client contact details
Upload documents and notes
Track pending cases and follow-ups

Required Skills

Basic understanding of mutual funds, demat accounts, stocks, insurance and financial products
Documentation accuracy and attention to detail
Communication & coordination ability
Time management and follow-up discipline
Basic Excel and CRM usage

Preferred Background