67 Financial Service Associate jobs in India

Job Purpose

We are seeking a highly skilled and experienced Client Service Manager to join our team. The successful candidate will provide exceptional service, support, and solutions to our top clients in the financial services industry, ensuring their needs are met and their experience with our organization is exceptional. The role includes proactive planning and day-to-day management of client servicing operations for Foreign Portfolio Investors (FPI), adhering to the highest quality standards and delivery timelines.

Job Description:

• Build and maintain strong relationships with clients, understanding their needs and delivering tailored solutions.
• The incumbent will ensure smooth customer onboarding by liaising with internal teams for the same.
• Understand regulatory guidelines with reference to Foreign Investments.
• Take ownership and address client queries, resolving them in a timely and efficient manner.
• Track NAV to be released to the clients and coordinate with the Fund Accountant team to ensure NAV is released as per the decided turnaround time (TAT).
• Liaise with the Account and Finance team for fee calculations, cross-checking the fee calculations through the NAV pack, and accordingly releasing weekly/monthly fee calculations to the clients. Respond to client queries in case of any clarifications required.
• Coordinate with the Operations team to ensure client requests such as subscriptions/redemptions are processed smoothly and within the TAT.
• Work closely with internal teams such as Sales, Product, and Operations to deliver a seamless client experience.
• Liaise with administrators and distributor/referral agents for smooth onboarding.
• Track any fund transfer requests from clients and coordinate with PCM and Custodian for the same.
• Collect prompt and accurate feedback from clients, interacting with them to ensure that all valid concerns are addressed immediately.
• Escalate unresolved queries/issues to the appropriate team.

Requirements:

• Education: MBA/Bachelor’s degree in Finance or a related field.
• Experience: Minimum 4 – 5 years in Client Service, preferably in the Financial Services industry. Strong understanding of FPI regulations, guidelines, and market practices is an added advantage.
• Communication Skills: Excellent verbal and written communication skills.
• Problem Solving: Ability to analyze problems, prioritize tasks, and implement effective solutions.

Company Culture and Benefits:

We foster a collaborative and inclusive work environment that values diversity and encourages professional growth. Our team enjoys competitive benefits, including health insurance, retirement plans, and opportunities for continuous learning and development.

Tools and Software:

Familiarity with client management software and financial analysis tools is preferred.

• Ensuring DB Service Standards wrt to Customer Service, Compliance and Corporate Security are adhered too.
• Ensure total Compliance of all audit guidelines set by External (RBI, NSDL) and Internal OR Auditors.
• Create a sales & service environment across service team
• Backup to service head

• Best in class leave policy.
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above

• Ensure strict adherence to all internal and external guidelines (KYC & Money Anti Launderings, Audits)
• Ensure proper monitoring of expenses and controlling costs, waiver tracking & lead management
• Ensure proper display of all Regulatory Circulars in the Area
• Proper Accurate processing of all account opening forms MF applications
• Voucher Management, Rules of Custodianship, Key Management guidelines, are followed without any deviation
• Exception handling / deferral tracking and monitoring
• Suspicious transactions, large cash txn's, NR Credits are reviewed and the necessary process is followed as per the guidelines laid
• Ensure Area has a clean Mystery Shopping Audit report both by Internal as well as
• External auditors
• Ensure proper tracking, responses and closures of all Customer Complaints within the committed TAT's.
• Leading a team of Customer Service Executives and create a cross sell environment across the Service Team.
• Ensuring best in class service standards to all the Area customers by synergizing with all the channels in the Area
• Ensuring proper controls and access is maintained to the Cash / Locker Area at all times.
• Any suspicious transaction must immediate! be reported to the supervising officer

• Should have an experience of atleast 10-15 years in the Banking Industry wrt to Customer Service and Banking operations
• Sh o u l d p o ss e ss t he skill s e t s t o h a n d l e c u s t o m e r q u e r i es a nd ke e p up t o cus t o m er commitments
• Sh o u l d be w ell v e r sed k n o w l ed ge o n Ba n k i ng p r oc e sses per t a i n i ng t o day t o d a y operations and rules
• S t r o ng i n t e r- pe r sonal sk i l l s a nd l e a d e r s h i p ab i l i t y, w h i ch e nc o u r ag es a nd p r o m o t e s enthusiasm and team spirit

• Training and development to help you excel in your career.
• Coaching and support from experts in your team.
• A culture of continuous learning to aid progression.
• A range of flexible benefits that you can tailor to suit your needs.

• Ensuring DB Service Standards wrt to Customer Service, Compliance and Corporate Security are adhered too.
• Ensure total Compliance of all audit guidelines set by External (RBI, NSDL) and Internal OR Auditors.
• Create a sales & service environment across service team
• Backup to service head

• Best in class leave policy.
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above

• Ensure strict adherence to all internal and external guidelines (KYC & Money Anti Launderings, Audits)
• Ensure proper monitoring of expenses and controlling costs, waiver tracking & lead management
• Ensure proper display of all Regulatory Circulars in the Area
• Proper Accurate processing of all account opening forms MF applications
• Voucher Management, Rules of Custodianship, Key Management guidelines, are followed without any deviation
• Exception handling / deferral tracking and monitoring
• Suspicious transactions, large cash txn's, NR Credits are reviewed and the necessary process is followed as per the guidelines laid
• Ensure Area has a clean Mystery Shopping Audit report both by Internal as well as
• External auditors
• Ensure proper tracking, responses and closures of all Customer Complaints within the committed TAT's.
• Leading a team of Customer Service Executives and create a cross sell environment across the Service Team.
• Ensuring best in class service standards to all the Area customers by synergizing with all the channels in the Area
• Ensuring proper controls and access is maintained to the Cash / Locker Area at all times.
• Any suspicious transaction must immediate! be reported to the supervising officer

• Should have an experience of atleast 10-15 years in the Banking Industry wrt to Customer Service and Banking operations
• Sh o u l d p o ss e ss t he skill s e t s t o h a n d l e c u s t o m e r q u e r i es a nd ke e p up t o cus t o m er commitments
• Sh o u l d be w ell v e r sed k n o w l ed ge o n Ba n k i ng p r oc e sses per t a i n i ng t o day t o d a y operations and rules
• S t r o ng i n t e r- pe r sonal sk i l l s a nd l e a d e r s h i p ab i l i t y, w h i ch e nc o u r ag es a nd p r o m o t e s enthusiasm and team spirit

• Training and development to help you excel in your career.
• Coaching and support from experts in your team.
• A culture of continuous learning to aid progression.
• A range of flexible benefits that you can tailor to suit your needs.

• Positive Impact. It's what drives us. More than a claim, this describes the way we do business.
• Our purpose as a business is to enable economic growth and societal progress. We want to be a bank that creates a positive impact for clients, employees, investors and society.
• We're committed to being the best financial services provider in the world, balancing positive impact with precision to deliver superior solutions for our clients.
• This is made possible by our people: agile minds, able to see beyond the obvious and act effectively in an ever-changing global business landscape. As you'll discover, our culture supports this.
• Diverse, international and shaped by a variety of different perspectives, we're driven by a shared sense of purpose.
• At every level agile thinking is nurtured. And at every level agile minds are rewarded with competitive pay, support and opportunities to excel.
• At the heart of Deutsche Bank's client franchise is the Corporate Bank, a market leader in risk management for FX and Rates, Cash Management, Lending, Trade Finance, Trust and Agency Services as well as Securities Services.
• Focusing on the treasurers and finance departments of corporate and commercial clients and financial institutions across the globe, managing leading Global Custodian, Private Equity, Sovereign Wealth funds - our universal expertise and global network allows us to offer truly integrated and effective solutions.

• Best in class leave policy
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above

• Provides support to clients on all Market Entry / On-Boarding / KYC, Account opening and Account Maintenance related queries applying the highest standards primarily for Securities Services clients.
• Working knowledge on KYC/ Client Onboarding processes/ requirements.
• Works closely with, but not limited to, onshore teams like Coverage, Sales, Product Managers and Operations to promote Corporate Bank/ Securities Services and resolve roadblocks that hinder closure of deals with thorough understanding of policies and compliance guidelines.
• Liaises with overseas teams /clients to ensure globally / regionally consistent high standards in service solutions for clients.
• To work on Adhoc projects required due to various reasons - Structure changes, Market requirements, efficiency projects etc.
• Coordinates and aligns closely with onshore Implementation Team.
• Escalates issues to onshore teams in timely manner to manage client expectation & relationship.
• Work closely with onshore teams on E2E procedures and processes.
• Prepares and provides MIS reports, internally / externally.
• Contributes to Continuous Improvement activities leading to operational efficiencies.

• Have a minimum of 3 to 5 years' client services experience in the Securities Services business covering Custody & Clearing.
• Possess excellent communication skills, inter-personal skills and be a strong team player
• Be able to handle/address day to day client requirement/queries and liaise with both clients and internal stakeholders.
• Be pro-active and able to resolve and respond to clients' requests and issues within the agreed turnaround times.
• Be diligent and ensure quick escalations on key client issues or matters requiring senior management attention.
• Be independent, self-starter and able to liaise with clients and internal stakeholders including senior management when required. Be a strong and committed team player.
• Be well-versed with MS-Office applications. Project Management experience will be an added advantage.

• Training and development to help you excel in your career
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs

• Positive Impact. It's what drives us. More than a claim, this describes the way we do business.
• Our purpose as a business is to enable economic growth and societal progress. We want to be a bank that creates a positive impact for clients, employees, investors and society.
• We're committed to being the best financial services provider in the world, balancing positive impact with precision to deliver superior solutions for our clients.
• This is made possible by our people: agile minds, able to see beyond the obvious and act effectively in an ever-changing global business landscape. As you'll discover, our culture supports this.
• Diverse, international and shaped by a variety of different perspectives, we're driven by a shared sense of purpose.
• At every level agile thinking is nurtured. And at every level agile minds are rewarded with competitive pay, support and opportunities to excel.
• At the heart of Deutsche Bank's client franchise is the Corporate Bank, a market leader in risk management for FX and Rates, Cash Management, Lending, Trade Finance, Trust and Agency Services as well as Securities Services.
• Focusing on the treasurers and finance departments of corporate and commercial clients and financial institutions across the globe, managing leading Global Custodian, Private Equity, Sovereign Wealth funds - our universal expertise and global network allows us to offer truly integrated and effective solutions.

• Best in class leave policy
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above

• Provides support to clients on all Market Entry / On-Boarding / KYC, Account opening and Account Maintenance related queries applying the highest standards primarily for Securities Services clients.
• Working knowledge on KYC/ Client Onboarding processes/ requirements.
• Works closely with, but not limited to, onshore teams like Coverage, Sales, Product Managers and Operations to promote Corporate Bank/ Securities Services and resolve roadblocks that hinder closure of deals with thorough understanding of policies and compliance guidelines.
• Liaises with overseas teams /clients to ensure globally / regionally consistent high standards in service solutions for clients.
• To work on Adhoc projects required due to various reasons - Structure changes, Market requirements, efficiency projects etc.
• Coordinates and aligns closely with onshore Implementation Team.
• Escalates issues to onshore teams in timely manner to manage client expectation & relationship.
• Work closely with onshore teams on E2E procedures and processes.
• Prepares and provides MIS reports, internally / externally.
• Contributes to Continuous Improvement activities leading to operational efficiencies.

• Have a minimum of 3 to 5 years' client services experience in the Securities Services business covering Custody & Clearing.
• Possess excellent communication skills, inter-personal skills and be a strong team player
• Be able to handle/address day to day client requirement/queries and liaise with both clients and internal stakeholders.
• Be pro-active and able to resolve and respond to clients' requests and issues within the agreed turnaround times.
• Be diligent and ensure quick escalations on key client issues or matters requiring senior management attention.
• Be independent, self-starter and able to liaise with clients and internal stakeholders including senior management when required. Be a strong and committed team player.
• Be well-versed with MS-Office applications. Project Management experience will be an added advantage.

• Training and development to help you excel in your career
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs

FlyFlat helps founders, investors, and executives book international business and first-class flights at unbeatable rates-often 30-80% below retail. We combine proprietary booking methods with 24/7 white-glove concierge service to make premium travel seamless.

We've grown from 12 to 66 people in just over a year, backed by Bessemer Venture Partners, and 5x'd our revenue year-over-year. We're at $22M+ ARR and growing fast. Our mission is to democratize premium travel and make first class accessible to those shaping the world.

Our clients-founders, investors, and executives from venture capital, family offices, private equity, and beyond-expect exceptional service delivered with speed, accuracy, and sophistication.

We're looking for someone who loves the challenge of finding the perfect flight, crafting compelling quotes, and delivering white-glove service to high expectation travelers.

You'll own each client request from start to finish: search across multiple booking strategies, write clear quotes that help clients make confident decisions, and maintain FlyFlat's luxury-tone communication throughout every interaction.

What you'll do:

• Master travel optimization across award travel, mileage programs, creative routing, and premium fare inventory

• Write compelling quotes that are clear, personalized, and make decision-making easy

• Deliver fast, accurate service while hitting SLA targets (5 min for short-haul, 25 min for long-haul)

• Respond to client messages within 30 seconds and maintain proactive communication

• Collaborate with Ticketing and Trip Fulfillment teams for seamless handovers

• Escalate VIP or complex requests to your Team Lead when needed

Must have:

• 2+ years in travel operations, luxury hospitality, or high-touch client service

• Hands-on Sabre GDS experience (mandatory-you'll use it daily for flight search and booking)

• Strong written communication-you write clear, professional messages that feel personal

• Detail-oriented with 98%+ accuracy, even when moving fast

• Comfortable managing multiple requests and tight deadlines

• Team player who hands off work seamlessly

Nice to have:

• Experience with mileage programs, award travel, or points optimization

• Background in luxury travel agencies, premium concierge, or high-end hospitality

• Familiarity with workflow tools or CRM systems

• Passion for travel and creative routing solutions

You don't need to check every box -if you have 80% of the skills and genuine enthusiasm to learn, we want to hear from you.

Clear growth path Your progression: Client Service Member Client Service Team Lead Concierge Manager Associate Director. We promote from within based on demonstrated performance, not politics or tenure. Most of our leadership team started in service roles.

You'll learn from the best

• Work directly with experienced Team Leads who coach you daily

• Master advanced travel optimization strategies

• Create your voice for luxury client communication through structured feedback

• Build expertise at a venture-backed company growing 5x year-over-year

Real support

• Daily coaching from your Team Lead

• Comprehensive training on search methodology and systems

• Supportive team culture that values collaboration

• Access to training materials and documentation

Work-life balance

• Predictable scheduling-you'll know your shift in advance

• Clean handovers between shifts so work stays at work

• Global team-talented colleagues across continents

First 90 days: Complete training, master our systems (Sabre, workflow tools, client platforms), handle 20+ requests independently per week, and achieve 95%+ SLA adherence with 98%+ quote accuracy.

Within 6-12 months: Consistently deliver on quality metrics, handle increasingly complex requests, build relationships with repeat clients, and begin mentoring newer team members.

Customer Obsession - We win when our customers win
Urgency with Impact - Clients expect answers in minutes, not hours
Radical Candor - Honest, direct, respectful feedback builds trust
Ownership - If something breaks, we fix it
Relentless Excellence - Good enough is never enough

Send us:

1. Your resume highlighting:

   • Travel, hospitality, or client service experience

   • Sabre GDS experience (specify years and proficiency)

   • Dealings with high net worth individuals or premium clients

   • Examples of meeting SLAs or accuracy targets

   • Tools and systems you've used

2. A brief note (email or doc) answering:

   • Share an example of a complex travel request or client situation you handled-what was challenging, what did you do, and what was the outcome?

   • Why are you interested in this role at FlyFlat?

   • What excites you most about travel optimization and client service?

Optional but valued:

• A sample client quote you've written (with names/info redacted)

• A 2-3 minute video introducing yourself

Our hiring process:

1. Application review (3-5 business days)

2. Initial screening with Head of People (30 min)

3. Skills assessment - live search scenario + quote writing (60 min)

4. Team interview (60 min)

5. Final conversation + offer

We move quickly because great talent doesn't stay available long.

If you're thinking "I'm not sure I have all the experience listed"-apply anyway. We're looking for people with 80% of the skills and 100% of the enthusiasm to learn.

What we care about most:

• Have you worked in travel, hospitality, or premium client service?

• Do you have hands-on Sabre GDS experience?

• Can you write clear, professional client communications?

• Are you excited about delivering exceptional experiences to high-expectation travelers?

If yes, we want to hear from you.

This is perfect for someone who:

• Wants to build deep expertise in luxury travel operations

• Takes pride in getting details right and delivering fast, accurate service

• Sees themselves at FlyFlat for years, not months

• Values continuous learning and feedback

• Wants to work with founders, investors, and global business leaders

FlyFlat is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.