Foresight Family Office - Manager - Client Servicing (5-8 yrs)
Job Description :
- Handling Account Opening for different products (Equity PMS, Debt PMS, POA, structured products, Managed Funds, real estate funds etc)
- Be aware of various investment products and documentation required for the same.
- Should be able to independently handle escalated cases and find resolutions for the same.
- Timely and accurate execution of client instructions.
- To ensure adherence to laid Service processes & related compliances.
- Interact with clients and build relationships with them while ensuring their needs are being met.
- Mastermind creative ways to deliver an exceptional client experience.
- Develop and oversee the implementation of client service protocols.
- Resolve complex client problems or disputes in a professional manner
- Keep records and documentation of client interactions for training purposes.
- Create monthly and quarterly departmental reports to determine whether KPIs are being met and where there is room for improvement
Qualifications for Client Services Manager :
- 5+ years prior experience in customer facing roles.
- Excellent communication skills and the ability to anticipate the needs of customers.
- Must demonstrate strong analytical thinking skills.
- Should possess strong problem solving skills and the ability to make sound judgement calls.
- Superior organizational and time management skills.
- Knowledge of customer service programs and databases, or the ability to learn new software quickly
- Innovative, creative thinking skills to ensure the organization is providing a cutting edge client experience.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.