Client Servicing Executive

Location: Goregaon, Mumbai

Job Type: Full-Time

Experience: 5+ Years

Industry: Event Management

Job Summary

We are hiring an experienced Client Servicing Manager to manage client relationships, understand business requirements, and ensure seamless execution of projects. The ideal candidate should have strong communication skills, a client-first approach, and the ability to coordinate effectively with internal teams to deliver exceptional results.

Key Responsibilities

• Serve as the primary point of contact for clients.
• Build and maintain long-term client relationships.
• Understand client objectives and communicate requirements to internal teams.
• Coordinate across multiple departments to ensure timely project execution.
• Manage client expectations and provide effective solutions when needed.
• Track project progress and maintain regular communication with stakeholders.
• Prepare account status reports and post-project reviews.
• Identify opportunities to expand and strengthen existing client accounts.
• Address client concerns promptly and ensure high satisfaction levels.
• Stay informed about industry trends and market developments.

Required Qualifications

• Bachelor's degree in Business Administration, Marketing, Hospitality, or a related field.
• Minimum 5 years of experience in client servicing, account management, or a similar role.
• Strong relationship management and stakeholder handling skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple projects simultaneously.
• Proficiency in MS Office and CRM tools.

Preferred Skills

• Strong problem-solving and organizational abilities.
• Detail-oriented with a proactive approach.
• Ability to work in a fast-paced environment and meet deadlines.
• Professional and customer-focused mindset.

Benefits

• Competitive compensation package.
• Career growth and development opportunities.
• Collaborative and professional work environment.
• Exposure to diverse and challenging projects.

Apply now if you have a passion for client relationship management and delivering exceptional customer experiences.

Having min 5 to 8 years’ experience in B2B and B2C sales

. • Knows every aspects of International B2B and B2C sales and market.

• Minimum Graduate

• Proficiency in English language.

• Proficiency in MS Office. Hands-on experience with CRM software is a plus

• Prior Sales Skills Training will be a plus.

• Self-motivated with a results-driven approach 

● Handle inbound and outbound leads and convert them into paid enrollments ● Conduct detailed counselling sessions to understand learner goals and recommend the right program ● Drive the complete sales cycle: lead qualification → demo → follow-ups → closure ● Maintain high conversion rates and meet revenue targets ● Manage CRM updates, track leads, and ensure timely follow-ups ● Coordinate with operations and support teams for the smooth onboarding of learners ● Build strong relationships with prospects to improve trust and conversion

Job Description – Sales Operations Job

Title: Sales Operations Executive

Department: Sales

Role Overview

We are looking for a Sales Operations professional to support our sales team and maintain

strong relationships with existing clients. The role will be responsible for ensuring smooth

day-to-day operations, handling client queries, and managing relationships with existing

channel partners. This is an entry-level role, and freshers are welcome to apply.

Key Responsibilities

• Manage and maintain strong relationships with existing clients.

• Handle client queries and coordinate with internal teams to resolve issues on time.

• Follow up with clients to ensure timely transactions and repayments.

• Manage and maintain relationships with existing channel partners.

• Coordinate with channel partners for regular business opportunities and follow-ups.

• Coordinate with internal teams such as Credit, Operations, Risk, and Finance to ensure

smooth execution.

• Maintain accurate records of client and partner interactions.

• Ensure timely follow-up on pending documents, transactions, and other requirements.

Key Skills & Competencies

● Strong client relationship management skills

● Excellent verbal and written communication

● Good follow-up and coordination skills

● Strong problem-solving and ownership mindset

● Ability to manage multiple clients and priorities

● Understanding of lending, working capital, fintech, or financial services is preferred

● Good analytical and reporting skills

● Proficiency in MS Excel / Google Sheets

● Ability to work effectively with cross-functional teams

We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.

Who we are:

Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.

What you'll do:

• Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
• Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
• Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
• Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.

What we need:

• Education: A degree in Finance, Commerce, Management, or Economics is preferred.
• Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
• Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
• Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.

Who you are:

• Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
• A Clear Communicator: You have excellent verbal communication skills.
• Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
• Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.

This role is NOT for you if:

• You prefer a slow-paced, micro-managed environment.
• You are not comfortable with change or taking on new responsibilities.
• You're looking for a passive, "take it easy" role.

What you'll get:

• A core role with a clear growth path within a fast-growing company.
• Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
• A great work environment that is informal, encouraging, and collaborative.
• Competitive compensation.

Our Hiring Process:

1. Online Application: You apply and answer a few quick questions. [5 min]
2. Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
3. People Video Interview: A quick chat with our People head [30 min]
4. Technical Interview: A discussion about your experience and skills. [30 min]
5. Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
6. Offer & Checks: We make an offer, and proceed with a reference and background check.

Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office

Key Responsibilities

1. Generate leads and make cold calls and reference calls to arrange a meeting for discussion.
2. Develop a growth strategy to bring financial gains and delighting clients.
3. Suggest ways and means to endorse the products and services of the organization.
4. Keep a close tab on the strategic moves made by the competitors.
5. Maintain and manage records of sales, revenue, collections, invoices and others.
6. Build long-term association with the existing clients and prospects.
7. Nurture the subordinates to turn into thorough professionals.
8. Prepare bespoke sales contracts
9. Attend conferences, exhibitions and fairs to promote the company’s offerings.
10. Develop new markets and regions to promote the products and services of the organization.
11. Align personal goals with the vision and key objectives of the organization.

Key Attributes

1. Excellent communication skills and interpersonal skills.
2. Thorough knowledge of the products and services and about the markets.
3. Flair to research and keep a tab on changing trends.
4. Ability to build relationships
5. Good Listener.
6. Absolute Professional attitude
7. Effective Negotiation skills.
8. Willing to travel and must possess two/four-wheeler
9. Inspiring team player
10. A true go getter
11. If you feel that you may handle the responsibilities most efficiently and effectively and possess the characteristics mentioned, we would love to hear from you.

We are looking for Receptionist/ Customer care cum Business Development Executive for our E commerce business. This is remote job which can be done from home.