Role Overview:

As a Senior Manager - Client Servicing, you will serve as the primary custodian of our high-net-worth relationships, ensuring seamless delivery of our AIF and PMS product suites. You will act as the strategic bridge between our internal investment teams and our diverse base of channel partners and sophisticated investors. Your day-to-day involves orchestrating the end-to-end client lifecycle, from initial onboarding to long-term portfolio engagement, while proactively managing expectations to drive retention. By fostering deep-rooted trust and delivering a premium service experience, you will directly influence our brand equity and contribute to the sustained growth of our assets under management in the competitive Mumbai financial landscape.

Key Responsibilities:

- Lead the end-to-end client onboarding process for AIF and PMS products to ensure regulatory compliance and a frictionless transition for new investors.

- Manage a portfolio of key accounts by providing personalized updates and insights, thereby strengthening long-term client relationships and loyalty.

- Collaborate with internal stakeholders and business alliances to resolve complex service queries and operational bottlenecks, ensuring high levels of customer satisfaction.

- Drive proactive client engagement initiatives to identify cross-selling opportunities and deepen existing relationships within the channel partner network.

- Implement robust conflict resolution frameworks to address investor grievances promptly, maintaining the firms reputation for excellence and reliability.

- Monitor and analyze customer success metrics to refine service delivery models and elevate the overall client experience across all touchpoints.

Required Skillset:

- Demonstrated expertise in managing high-value portfolios within the AIF and PMS space, with a deep understanding of investment products and regulatory frameworks.

- Proven ability to navigate complex stakeholder environments, balancing the needs of channel partners with the operational requirements of the firm.

- Exceptional communication and interpersonal skills, capable of articulating complex financial concepts to sophisticated investors with clarity and confidence.

- Strong analytical mindset to track client engagement data and translate insights into actionable service improvements.

- Ability to thrive in a fast-paced, on-site work environment in Mumbai, maintaining composure and professional excellence under pressure.

- A postgraduate degree in Management or Finance from a premier institute is preferred, complemented by 8 - 10 years of relevant experience in client-facing roles within the financial services sector.