Manager/Senior Manager - Client Servicing - Wealth Management - Family Office

Function:

Customer Service

Position Grade:

Manager - Senior Manager

Location:

Bangalore

Qualifications:

• Degree in any field with a post-graduation diploma in finance

Work Experience:

• 10 - 12 years in AMCs (servicing department) or Wealth boutiques

Core Purpose of the Role:

• Timely on-boarding of the client with complete KYC across wealth products, i.e. Mutual Fund, PMS, AIF etc.
• Client registration on Companies Platforms.
• Managing Client servicing.
• Complete Transaction Management, i.e. form filling, documentations, transaction submission (within TAT), across all products.
• Coordinating with third party manufacturers for transaction execution, documentation and statements.
• Timely processing, reconciliation and submission of the MIS.
• Delivery of client reports on real time basis.
• Managing office admin, Co-ordination with vendors etc.
• Liasioning with Clients and RMs on any requirement.

Talent Attribute:

• Excellent communication and presentation skills.
• Self-driven.
• Strong Communication.
• Aggressive.
• Good inter-personal skills.
• Multi-tasking skills.