Client Relationship Executive – Udyant Dynamics Pvt. Ltd. (TredxFinance) Location: Vaishali | Full-Time About the Role: We are hiring a Client Relationship Executive to manage client interactions, understand funding requirements, coordinate documentation, and support end-to-end case processing with lenders. The role requires strong communication, financial understanding, and professionalism. Key Responsibilities: Understand clients’ funding requirements and explain available finance solutions. Collect, verify, and organize financial documents (KYC, GST, ITR, bank statements, Balance Sheet, etc.). Conduct basic eligibility checks and prepare client financial profiles. Coordinate with lender partners for file processing, approvals, and case closures. Maintain regular communication with clients and provide status updates. Perform occasional cold calling for lead qualification or follow-ups. Adapt to additional responsibilities as per business needs. Requirements: Graduate in Finance/Commerce/Business (preferred). Good communication & client-handling skills. Basic understanding of financial documents and working capital finance. Organized, professional, and detail-oriented. Proficient in MS Office/Google Workspace. Benefits: Growth in Supply Chain Finance & Working Capital domain. Good Salary and performance-based incentives. Job Types: Full-time, Permanent Pay: ₹15,000.00 - ₹20,000.00 per month Benefits: Cell phone reimbursement Work Location: In person
Client Relationship Executive – Udyant Dynamics Pvt. Ltd. (TredxFinance) Location: Vaishali | Full-Time About the Role: We are hiring a Client Relationship Executive to manage client interactions, understand funding requirements, coordinate documentation, and support end-to-end case processing with lenders. The role requires strong communication, financial understanding, and professionalism. Key Responsibilities: Understand clients’ funding requirements and explain available finance solutions. Collect, verify, and organize financial documents (KYC, GST, ITR, bank statements, Balance Sheet, etc.). Conduct basic eligibility checks and prepare client financial profiles. Coordinate with lender partners for file processing, approvals, and case closures. Maintain regular communication with clients and provide status updates. Perform occasional cold calling for lead qualification or follow-ups. Adapt to additional responsibilities as per business needs. Requirements: Graduate in Finance/Commerce/Business (preferred). Good communication & client-handling skills. Basic understanding of financial documents and working capital finance. Organized, professional, and detail-oriented. Proficient in MS Office/Google Workspace. Benefits: Growth in Supply Chain Finance & Working Capital domain. Good Salary and performance-based incentives. Job Types: Full-time, Permanent Pay: ₹15,000.00 - ₹20,000.00 per month Benefits: Cell phone reimbursement Work Location: In person