Client Service Executive
21 hours ago
Job Summary
We are looking for a dedicated and articulate Client Service Executive to join our team in a dynamic financial services environment. This role requires strong analytical skills, proficiency in Excel, and the ability to lead and manage a team of field representatives. The ideal candidate will be meticulous, possess high integrity, and be committed to achieving performance targets.
Key Responsibilities
- Act as the main liaison between clients and internal teams, ensuring timely and professional service delivery.
- Perform data analysis and tabulation using Excel to generate accurate reports and insights.
- Assign and manage visitation clusters for field representatives, ensuring optimal coverage and efficiency.
- Monitor and ensure timely submission of reports from the field team.
- Lead, motivate, and support field representatives to meet monthly KPIs and annual targets.
- Track performance metrics and ensure service standards are consistently met.
- Uphold the highest standards of integrity and accuracy in all client and data-related tasks.
- Collaborate with internal departments to resolve issues and improve operational processes.
Requirements
- Minimum 1–2 years of experience in client servicing or operations, preferably have some experience in managing a team.
- Strong proficiency in Microsoft Excel (pivot tables, formulas, charts, or any other software like Tableu or Power BI or macro etc.). Preferably able to handle the Retail Safari Application.
- Excellent communication and interpersonal skills.
- Proven ability to lead and manage teams effectively. Includes leave management, ongoing training, arrangements for onboarding, and training for new representatives.
- High level of integrity, attention to detail, and accountability.
- Strong organizational and time management skills.
- Experience in data reporting and performance tracking.
- Familiarity with KPI management and field operations.
- Able to think out of the box and looking forward to improving the processes and adapt to changing business needs.
- Good credit record as you may need to apply a Credit Card.
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