Job Title/Designation : Asst Manager - Customer Service and Operations

Job Location : GIFT City, Ahmedabad

Job Description :

Roles and Responsibilities :

- Handling end to end Onboarding, Customer Service and Operation's activities involving but not limited to following activities:

- Undertake end-to-end documentation for individuals, non-resident and institutional clients.

- Scrutinize, fill and dispatch account opening forms to the central team for processing.

- Act as a bridge between the central Customer Service and Operations, Offshore team and the Business development team.

- Ensure timely resolution of queries & requirements raised by respective clients/RMs/distributors/Offshore team

- Coordinate with concerned departments for critical & complex requirements & escalations.

- Liaise with the stake holders for discrepancy resolution and faster TAT for account opening.

- Effectively use the CRM systems to track the status of transactions and ensure timely funding and activation of accounts.

- Effectively use Wealth Spectrum for client accounting

- Ensuring MIS around all clients onboarded.

- Ensure all requests, queries and complaints are routed through CRM.

- Utilize system to generate reports as requested and share with the channel partners/investors within the defined TAT.

- Constantly strive to improve the processes and share feedback on a real time basis.

- Ability to multi-task and manage high volumes during the day.

- Maintain uniformity in service delivery standards.

- Liaison with clients to Login on the Website as & when required.

- Ensure the written down processes are followed without any deviation.

- Maintain MIS for pending documents & waivers granted & ensure timely follow up & closure

- Assisting and co-ordination with Internal and Statutory Auditors for audit process and resolving their queries

- Any other work given by the Central team.

Candidate Details :

Qualification & Experience :

- Any Graduate

- Minimum 3-5 Years of Relevant experience in PMS/AMC set up.

- Possess & ensure thorough knowledge of critical documentations for all PMS product, latest developments & regulatory requirements

- BFSI space who have worked in a similar Portfolio Management setup

- System orientation and process improvement

- CTC on offer : Best in the industry

About Client :

Our client is a leading financial services group which handles wealth and investment management, asset management, private equity, wealth advisory and other related businesses.

Contact No. : 91 - 9702374798