Service Managers

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.).

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.

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]

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