Client Service Executive

Job Description:

Option 1: 07:00 AM – 11:00 AM & 04:00 PM – 08:00 PM
Option 2: 10:00 AM – 06:00 PM

Reports To: Branch Head

Primary Objective

Ensure smooth client-facing operations and maintain accurate daily administrative and financial records.

Core Ownership

• Client check-ins and attendance

• Payment collection and invoice management

• Grievance logging and acknowledgment

Key Responsibilities

• Manage client check-ins and maintain accurate attendance records

• Collect payments strictly through approved modes

• Issue receipts and upload invoices on time

• Log client grievances and acknowledge them immediately

• Maintain daily attendance sheets, cash logs, and admin records

• Support onboarding processes and daily operational tasks

Non-Negotiables

• No use of personal UPI or holding client cash

• No delays in invoice uploads

• No ignoring or overlooking client complaints

KPIs (Performance Metrics)

• Attendance accuracy

• Timeliness of invoice uploads

• Grievance acknowledgment turnaround time (TAT)

Authority Level

Can:

• Collect payments

• Log and acknowledge issues

Cannot:

• Approve refunds, financial adjustments, or exceptions