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Client Relationship Manager (Banking Sector)

Gurgaon
Full-Time
Mid-Level: 3 to 6 years
7L - 10L (Per Year)
Posted on Jul 24 2025

About the Job

Skills

Banking
Client Relationship Management
Financial Compliance
Financial Analysis
Communication
Account Management
Microsoft Excel

Hiring for an international company (Hong Kong-based)

The candidate should be comfortable with international travel for training

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Role Overview

This role blends executive support with client operations in a finance-first setting. You’ll be the bridge between our director, internal teams, and client-side finance/immigration department and different financial institutions. From collecting financial documents to coordinating deliverables and company corporation, you’ll ensure nothing slips through the cracks.


Key Responsibilities

  • Coordinate directly with client companies to collect financial records, invoices, tax documents, and other required data.
  • Open to getting the initial training in Hong Kong for a month. Moreover, the candidate should be comfortable with travelling to Dubai often.
  • Act as the point of contact between our internal finance/tax teams and the client’s accounting department
  • Track deadlines for tax filings, audits, and other compliance deliverables
  • Assist in preparing drafts, summaries, or follow-ups for client meetings
  • Help schedule and manage the Director’s calendar, especially for key client interactions
  • Maintain organized records of client documentation and communication
  • Support internal reporting by compiling client updates and task progress
  • Follow up with clients on pending documents, signatures, and clarifications
  • Assist in ad-hoc tasks like proposal support, file management, and compliance tracking


Who We’re Looking For

  • Bachelor's degree in Finance, Commerce, Accounting, or Business Administration
  • 3-6 years of experience in a client-facing coordination or executive assistant role, preferably in a consulting, accounting, or CA firm
  • An MBA in finance and experience in the banking sector are preferable.
  • Strong communication and follow-up skills—professional and persistent
  • Basic understanding of financial terms, compliance processes, and tax documentation
  • Familiarity with tools like Excel, Google Workspace, and PDF editors
  • Highly organized, deadline-driven, and trustworthy with confidential data


About the company

Aces Global Consulting Pvt. Ltd. – Your Trusted HR & Business Advisory Partner Aces Global Consulting Pvt. Ltd. is a premier HR consulting and business advisory firm offering end-to-end solutions in recruitment, payroll management, GST advisory, corporate Excel training, and HR consulting services. With a team of experienced HR professionals, we cater to businesses of all sizes, from start-ups ...Show More

Industry

IT

Company Size

51-200 Employees

Headquarter

New Delhi

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