
We are seeking an experienced AGM - Client Service to oversee and manage client servicing activities for listed and unlisted companies. The ideal candidate will ensure regulatory compliance, handle corporate actions, and manage a team of client service executives, while maintaining high standards of client satisfaction.
Key Responsibilities:
Client & Corporate Services:
- Manage services for listed and unlisted companies.
- Unlisted Companies: Handle dematerialization, master corrections, and signature verification.
- Listed Companies: Prepare compliance reports, weekly reports, and quarterly compliances.
- Manage corporate actions, coordinate postal ballots, annual general meetings (AGMs), and extraordinary general meetings (EGMs).
- Cross-sell services such as iVote and Video Conference (VC) services.
- Coordinate dividend processing and address queries related to dividend distribution.
- Handle grievances of physical shareholders efficiently.
Team Management:
- Supervise and guide a team of client service executives.
- Provide support to the team in resolving client issues.
- Ensure timely delivery of services and maintain high client satisfaction.
Client Interaction & Coordination:
- Maintain regular interaction with clients to identify areas for service improvement.
- Coordinate with internal departments and external intermediaries (merchant bankers, exchanges, DPs, SEBI, NSDL, CDSL, etc.) to resolve client-specific queries.
- Independently handle escalations from companies and intermediaries.
- Ensure services are delivered within timelines specified by regulatory authorities.
Requisites / Qualifications:
- Master's degree in a related field.
- Strong leadership, problem-solving, and team management skills.
- In-depth knowledge of primary and secondary capital market products.
- Proven ability to liaise with regulatory bodies and intermediaries (SEBI, NSDL, CDSL, exchanges, merchant bankers).
- Experience in implementing regulatory guidelines and internal procedures.
- Proficient in MS Excel, MS Word, and PowerPoint.
Key Competencies:
- Client-centric mindset with a focus on service excellence.
- Ability to work independently and manage escalations effectively.
- Strong organizational skills and attention to detail.
- Proactive in identifying improvements and implementing solutions.
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