Wealth Management - HNI Customer Service Manager (Mumbai Candidates Only Apply) - Client reporting & sending updated portfolio statements. - Back-end support & co-ordination with AMC's, fund houses etc - Excellent knowledge all investor related compliance matters - Experience in Documentation, empanel with distributors, understanding KYC norms, compliance related matters etc. - Exploring & finding new investment opportunities/ideas and presenting to the client - At least 8 years + experience in the wealth management sector Candidates from a finance driven customer service background will be preferred for this role ! Only shortlisted candidates will be contacted directly.

Mumbai

Navi Mumbai

Wodehouse Capital Advisors - Wealth Management HNI Customer Service Manager 

Wodehouse Capital Advisors - Wealth Management HNI Customer Service Manager  ,Job Description for Wodehouse Capital Advisors - Wealth Management HNI Customer Service Manager  in Wodehouse Capital Advisors Pvt Ltd in  Mumbai Navi Mumbai for (7-15) years of experience. Apply Now!

Job Description for Wodehouse Capital Advisors - Wealth Management HNI Customer Service Manager  in Wodehouse Capital Advisors Pvt Ltd in  Mumbai Navi Mumbai for (7-15) years of experience. Apply Now!