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.