Client Servicing(FC)

• BrandCrest Holdings is a diversified business group
• committed to building agile, high-impact brands across India’s evolving
• business landscape. We operate through two key verticals:
• AdCrest–Ourfull-stackadvertisingandmarketingpowerhouse,offeringservicesacrossbrand activations,OOH,transit,influencer,video,anddigitalmarketingunderspecializedsub-brands.
• FinCrest – Our financial advisory and compliance services
• vertical, delivering tax consulting, regulatory guidance, virtual CFO
• solutions, and business finance strategy to startups and enterprises.

About the Role

• We are looking for a proactive and client-focused Client
• Servicing Executive to join our FinCrest vertical. This role is ideal for
• someone who enjoys building relationships and wants to grow into a trusted
• point of contact for our fintech clients. You will act as the primary SPOC
• (Single Point of Contact), ensuring smooth coordination between clients and our
• internal finance, tax, and compliance teams, and ensuring every client
• engagement runs seamlessly from onboarding through ongoing service delivery.

Key Responsibilities

• üWork with the Business
• Development team to onboard new clients, including fixing and attending client
• meetings
• üSupport business
• development activities such as identifying upsell or referral opportunities
• üMaintain an overview of
• all client accounts across tax, compliance, and virtual CFO engagements
• üPeriodically check
• account status and identify any issues or delays not addressed by the Ops team
• üFlag unaddressed issues
• or delays to the Business Development senior for resolution
• üSupport client
• onboarding, including documentation collection and coordination with internal
• teams
• üEscalate unresolved
• client queries to the right internal stakeholder
• üShare feedback on gaps in
• servicing and suggest improvements to client experience

Requirements

Specifications

• Qualification:Bachelor’s orMaster’s degree inMarketing, Business, Communications,ora relatedfield. Prior internship or work
• experience in client servicing, account management, or customer success is an
• added advantage
• Experience: 1-3yrs of experience in Client
• service(Exposure
• to fintech, financial services, or startup environments is an added advantage)

Location:JPNagar,Bangalore

Knowledge & Skills

Basic working knowledge

• of the Income Tax Act, GST Act, Companies Act, and other applicable compliance
• frameworks
• Familiarity with how tax,
• compliance, and virtual CFO services are delivered
• Strong communication and
• relationship management skills
• Comfort with CRM
• tools and trackers

Qualifications

• üFamiliarity with CRM or
• client-tracking tools is a plus
• üWillingness to learn
• about RBI regulations, payment/fintech compliance, and financial reporting on
• the job
• üExcellent written and
• verbal communication skills
• üStrong interpersonal
• skills with the confidence to engage directly with clients
• üBasic understanding of
• finance, taxation, or compliance concepts is preferred, though not mandatory
• üProficiency in MS Excel,
• MS PowerPoint, and email communication
• üGenuine interest in the
• fintech and financial services industry
• üStrong ownership mindset
• with the ability to multi-task and manage multiple clients simultaneously
• üAbility to work in a
• fast-paced, execution-driven environment

Benefits

Perks & Benefits

GlassDoorWorkCulture

Mentorship

Flexible Hours

CasualWear(ExceptforClientfacingEmployees)

Refreshment

Parking

CompensatoryOffs

Travel&Expense Reimbursement

AccidentalInsurance

HealthInsurance

CompanyRetreats

TeamBuildingEvents

ESOPs

PerksfromClient

Networking&Conference

Job Training