B
Account Executive
Banka and Banka Company
Mumbai Metropolitan Region1h agovia LinkedIn
About the Role
The Account Executive is a full-time, on-site position based in the Mumbai Metropolitan Region. This role involves managing client accounts, serving as a primary point of contact, and ensuring timely and accurate communication regarding services, documentation, and account status.
Key Responsibilities
- Prepare proposals.
- Maintain records.
- Track account performance.
- Support billing and collections.
- Coordinate with internal teams to resolve client issues.
- Assist in onboarding new clients.
- Identify opportunities to expand services within existing accounts.
- Maintain a high level of professionalism.
- Adhere to regulatory and company policies.
- Contribute to continuous process improvement.
Qualifications
- Demonstrated skills in client relationship management, account servicing, and customer support.
- Strong communication, interpersonal, and negotiation skills.
- Ability to manage multiple accounts, prioritize tasks, and maintain accurate documentation and reporting.
- Proficiency with office productivity tools (e.g., spreadsheets, presentations, CRM or account management systems).
- Solid analytical and problem-solving abilities, with attention to detail and a focus on accuracy.
- Bachelor’s degree in business, finance, commerce, or a related field, or equivalent practical experience.
- Experience in banking, financial services, or a similar client-facing role is preferred but not mandatory.
- Capacity to work on-site in the Mumbai Metropolitan Region.
- Ability to collaborate effectively in a team environment.