Account Executive

Company Description Poonam Pathak & Associates is a professional services firm based in Mumbai, providing clients with reliable advisory and support across key business functions. The firm focuses on building long-term client relationships through accurate work, timely delivery, and transparent communication. Team members collaborate closely with clients to understand their operational needs and offer tailored solutions. Working at Poonam Pathak & Associates offers exposure to diverse industries and the opportunity to grow in a structured, detail-oriented environment.
Role Description The Account Executive is a full-time, on-site role located in Mumbai, responsible for managing client accounts and ensuring high-quality service delivery. Day-to-day tasks include coordinating with clients, preparing and reviewing documentation, tracking deadlines, and maintaining accurate records of client interactions and engagements. The role involves supporting senior team members with reports and presentations, following up on pending information, and ensuring that all client requirements are addressed promptly. The Account Executive will also assist in basic financial or administrative tasks related to client accounts, contribute to process improvements, and uphold internal compliance and quality standards.
Qualifications
Demonstrated ability to manage client relationships, communicate clearly, and handle multiple accounts with attention to detail.
Strong organizational and time-management skills, with the capacity to prioritize work and meet deadlines consistently.
Proficiency in office productivity tools (such as spreadsheets, word processing, and presentation software) and comfort working with data and documentation.
Solid analytical and problem-solving abilities, with a proactive approach to identifying issues and proposing practical solutions.
Bachelor’s degree in Business, Commerce, Accounting, or a related field; relevant internships or experience in client service or professional services is an advantage.
Ability to work collaboratively in an on-site team environment in Mumbai, maintain professionalism, and handle confidential information responsibly.

Work arrangement
No