Executive - Calls & Relevance Check

About Advith ITeC

Advith ITeC is a venture that merges finance consulting with technology, with the word ITeC standing for Information Technology enabled Consulting. We are building various tech tools to make finance consulting more accessible and have a dedicated team of individuals that are trained on tasks related to finance consulting and compliance management.

Role : Client Coordination & Operations Support

Location : Udupi

Role Overview :

We are seeking a proactive and articulate individual to join our Calls and Relevance Check Team. The role demands excellent communication skills (both verbal and written), strong follow-up ability, humility in approach, and a high degree of coordination with clients and internal teams. You will act as the bridge between delivery and client communication — ensuring timely updates, accurate document validation, and smooth information flow across stakeholders.

Key Responsibilities :

Client Coordination :

Connect with clients to collect data, documents, and clarifications as required. Handle calls and emails professionally while maintaining positive client relationships.

Follow-up Management :

Track pending items and ensure timely follow-ups with clients and internal teams. Maintain follow-up logs, perform follow up actions intelligently and escalate delayed responses appropriately.

Relevance Check :

Review documents received from clients or teams for completeness and relevance. Ensure the right data and formats are shared before passing them to the operations team.

Internal Coordination :

Liaise with multiple departments to update on client submissions and document status. Remind responsible stakeholders (internal and external) of upcoming or pending actions.

Tracking & Reporting :

Maintain trackers for client communication, document movement, and query resolution. Provide periodic status reports to the reporting manager or process lead.

Operational Understanding :

Develop a basic understanding of finance and compliance operations to interpret client queries effectively.

Required Skills & Attributes :

• Excellent verbal and written communication in English.
• Strong follow-up and coordination skills.
• Humble, polite, and client-friendly attitude.
• High presence of mind and ability to multitask.
• Basic understanding of finance, accounting, or compliance workflows.
• Good proficiency in MS Excel / Google Sheets / CRM tools.
• Strong sense of ownership and accountability.

Preferred Qualifications :

What You'll Gain :