Manager - Client Servicing

Our client is leading fund management company with presence in India, UAE and Mauritius.

Role:

Location

Working Days

Work Mode

-Build and maintain strong relationship with clients, understanding their needs and delivering tailored solutions.

-Incumbent to ensure smooth customer onboarding by liaison with internal teams for the same.

-Understand regulatory guideline with reference to Foreign Investments.

-Take ownership and address client queries and resolve them in a timely and efficient manner.

-Tracking of NAV to be released to the clients. Coordinate with the Fund accountant team to ensure NAV is released as per the decided TAT.

-Liaising with the Account and Finance team for the fee calculations. Cross check the fee calculations through the NAV pack and accordingly release weekly/monthly fee calculations to the clients. Revert to client queries in case of any understanding required from the client.

-Coordinating with the Operations team to ensure Client’s request such as subscriptions/redemptions are processed smoothly and within the TAT.

-Work closely with internal teams such as Sales, Product and Operations to deliver a seamless client experience.

-Liaising with administrator and distributor/referral agent for smooth onboarding.

-Tracking any fund transfer request from client. Coordinating with PCM and Custodian for the same.

-Collect prompt and accurate feedback from the clients. Interact with them and ensure that all valid client concerns are being dealt with immediately.

-Escalate unresolved queries /issues to the appropriate team.

Requirements:

-Education: MBA in Finance or a related field

-Experience: Minimum 4 – 5 years in Client Service preferably in the Financial services industry. Strong understanding of FPI regulations, guidelines and market practice is an added advantage.

-Communication Skills: Excellent Verbal and written communication skills.

-Problem Solving: Ability to analyze problems, prioritize tasks and implement effective solutions

If interested, kindly share your updated CV at dhara@thepremierconsultants.com

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