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23/02 Shweta
Executive Search Consultant at TruLux

Views:296 Applications:75 Rec. Actions:Recruiter Actions:8

Client Servicing Role - Wealth - Financial Services (8-12 yrs)

Mumbai Job Code: 895521

Opening : Wealth Client Servicing

Location : Mumbai

Company : One of the leading financial services firm

Role & Responsibilities :

- Building strong and active relationships with clients. Ensure quick resolution and keeping customer informed about the progress in cases

- Ensure highest level of customer satisfaction and absence of problem incidence.

- Proactively escalate potential issues/concerns.

- Have good knowledge of MF, Structure Product, PMS,AIF, Broking, Bonds/NCD.

- Providing MIS and statements as required by clients. Liaisoning with various Internal and external operations teams to keep a track of all customer investments/queries.

- Ensure account opening and documentation is completed within TAT.

- Ensure internal and external regulatory guidelines are followed.

- Suggesting internal processes improvements.

- Maintaining and updating of client records at periodic intervals and act as a single point of contact for RM- s, Clients and the Operations Team.

Women-friendly workplace:

Maternity and Paternity Benefits

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