Client Servicing Executive

Puretech Digital - A Genesis Company · India

Job Description: Client Servicing Executive

Experience: 2–3 Years

Location : Mumbai

About the Role

We are looking for a Client Servicing Executive to support client servicing, project coordination, and execution tracking across content and SEO-led accounts, primarily within the BFSI sector.

The role involves working closely with internal content, SEO, and design teams to ensure smooth communication, timely delivery, and operational efficiency across ongoing projects and campaigns.

Key Responsibilities

Client Servicing & Coordination

• Act as the day-to-day coordination point between clients and internal teams
• Manage client communication, follow-ups, approvals, and feedback loops · Prepare MOMs, status updates, and execution trackers
• Coordinate with content, SEO, and graphic design teams to ensure timely delivery of projects and visual content
• Track timelines, deliverables, and ongoing campaign requirements across accounts

Reporting & Operations

• Prepare weekly/monthly reports and tracker updates
• Maintain organized documentation for client communication and project status
• Support campaign tracking and execution reporting
• Ensure smooth coordination across multiple ongoing projects and stakeholders

Required Skills & Qualifications

• 2–3 years of experience in client servicing, account management, or project coordination roles
• Experience handling content, SEO, or digital marketing projects preferred
• Basic understanding of content marketing, SEO workflows, and visual content coordination
• Preparing report decks
• Familiarity with BFSI communication ecosystems is preferred
• Strong communication, coordination, and stakeholder management skills
• Strong attention to detail and ability to manage multiple timelines simultaneously
• Proficiency in Excel, PowerPoint, Google Workspace, and Microsoft Teams

Good to Have

• Experience working with BFSI brands
• Familiarity with AI-assisted productivity and workflow tools
• Exposure to project management and collaboration tools

Success Metrics

• On-time delivery and execution efficiency
• Accuracy of project tracking and reporting
• Smooth coordination across clients and internal teams
• Quality of communication and documentation

Tools Commonly Used

• Excel / Google Sheets
• PowerPoint
• Microsoft Teams
• Project tracking and workflow management tool