Customer Service Manager/ Relationship Officer

Role & responsibilities

• Provide world-class customer service to both internal and external clients in all interactions, striving to exceed client expectations.
• Process and follow-up on service requests to ensure execution in a timely manner.
• Maintain internal controls and reporting structures to mitigate risk and ensure compliance while collaborating with other teams and departments.
• Execute and manage client transactions across Pre-IPO, Mutual Funds, Bonds, Fixed Income, PMS, AIF and other investment products while ensuring full compliance with regulatory and exchange guidelines.
• Handle end-to-end operations for pre-IPO investments, Mutual Fund & other investment products subscriptions/redemptions ensuring accurate and timely processing.
• Generating Leads and conversion of leads into business.
• Acquiring and managing HNI/SME, Affluent clients and individuals.
• Maintaining in depth knowledge of company products and services.
• Building and maintaining strong relationships with potential and existing clients.
• Managing Client portfolios & understand clients financial goals, risk tolerance, investment needs and provide solutions/advisory accordingly.

Preferred candidate profile

• Bachelors degree in finance or Operations or related
• Proven experience in Customer service & Sales (2+ years).
• Strong knowledge of financial markets, instruments, and operations processes.
• Leadership experience with the ability to manage cross-functional teams.