Client Services Representative

Company Description India for NRI is a specialized service provider dedicated to resolving India-related concerns for Non-Resident Indians, offering end-to-end support across legal, financial, and administrative matters. The organization streamlines complex processes such as property management, documentation, entity incorporation, and inheritance planning, reducing the need to coordinate with multiple professionals. It supports clients with grievance handling, banking solutions, tax advisory, and investment assistance, ensuring peace of mind for individuals managing assets and obligations across borders. By combining domain expertise with a client-first approach, India for NRI delivers tailored solutions that simplify global affairs and enable smoother engagement with Indian authorities and institutions.

Role Description The Client Services Representative will be responsible for managing day-to-day interactions with clients, serving as a primary point of contact for inquiries, service requests, and ongoing case updates. This full-time, on-site role, based in New Delhi, involves responding to client queries, gathering required documentation, coordinating with internal teams and external partners, and ensuring timely resolution of issues. The representative will track service progress, maintain accurate records, and follow up proactively to support property, documentation, banking, tax, and other NRI-related matters. The role also includes monitoring client feedback, identifying opportunities to improve service delivery, and contributing to a consistent and high-quality client experience across all touchpoints.

Qualifications

• Candidates should possess strong Client Services and Customer Service skills, with a focus on building trust and maintaining long-term relationships.
• Candidates should possess excellent Communication skills, including clear verbal and written communication and active listening.
• Candidates should possess a commitment to Customer Satisfaction, with the ability to resolve concerns calmly and efficiently.

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• Candidates should possess basic to intermediate Finance understanding, especially related to banking, investments, and tax matters, or be willing to learn quickly.
• Additional beneficial qualifications include prior experience in client-facing roles, familiarity with NRI or cross-border services, strong organizational and time-management skills, and proficiency with standard office and CRM software.
• A bachelors degree in business, finance, communications, or a related field is preferred but equivalent relevant experience will be considered.
• any experience in CA firm or consulting firm