Manager/Senior Manager Client Servicing- AIF/PMS- Fund management Co

This is regarding opening with a leading Financial Company as a Manager/Senior Manager Client Service

Industry: BFSI Only

Education: full time MBA only

Location: Mumbai

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 Clients 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.

If this excites you kindly mail me on shivani@thepremierconsulatants.com

#clientservice #clientservicing #clientservicemanagement #clienthandling #FPI #foreignportflio #AIF #PMS #alternativeinvestment #portfoliomanagement #fixedincome #hedgefund #custody #capitalmarket #NAV #foreigninvestment #banking #financialservice #BFSI #bank #fund #fundmanagment