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.
  

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.

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

• 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
  

• 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
  

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

• GlassDoorWorkCulture
  
• Mentorship
  
• Flexible Hours
  
• CasualWear(ExceptforClientfacingEmployees)
  
• Refreshment
  
• Parking
  
• CompensatoryOffs
  
• Travel&Expense Reimbursement
  
• AccidentalInsurance
  
• HealthInsurance
  
• CompanyRetreats
  
• TeamBuildingEvents
  
• ESOPs
  
• PerksfromClient
  
• Networking&Conference
  
• Job Training