Job Description

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.