Service Managers
Mumbai
Roles and Responsibility
- Handle client requests - Execution of financial and non-financial transactions (and all actionable items for a client right from onboarding to the end of the relationship).
- Understand client requirements and provide impeccable service as per the client’s expectations.
- Accurately consolidate reports and correct/ rectify portfolios.
- Client meetings and client relationship management (meeting clients on a quarterly basis).
- Follow up and Coordination from distributors, AMC’s, Manufacturers, Correct discrepancies, etc. if any.
- Analyze client portfolios – Monthly reporting to the client.
- Checking of statements generated by the operations team before sending them to clients.
- Generating reports as per the requirement of the investment team for risk appraisal/ analysis.
- Coordinating with the RM, Investment team and client on investments.
- Hygiene check tasks for clients and taking to closure (Updation of RIA, Email ID, Nominee, etc.).
Preferred Skills
- Coordinating with the RMs / Clients for the successful execution of tasks/assignments.
- Responsible for servicing existing clients.
- Professionally handle incoming requests from customers and ensure that issues are resolved both promptly and thoroughly.
- Provide quality service and support in a variety of areas.
- Highly developed sense of integrity and commitment to customer satisfaction.
- Ability to communicate clearly and professionally, both verbally and in writing.
- Ability to handle complaints and challenging customers.
- Has a pleasant, patient and friendly attitude.
- Willingness to work a flexible schedule and occasional overtime when needed.
- Possess a strong work ethic and team player mentality.
- Use automated information systems to analyze the customer’s situation.
- Maintain a balance between company policy and customer benefit in decision-making.
- Good Excel skills.
- Thorough in data management and accuracy and strong detail orientation.
Requirements
- Service Managers from the BFSI space only – with 3-5 years of relevant experience. A post-graduation with NISM certification would be a definite advantage.
To Apply, email us at [email protected]
