Sales Head at TheBirbal
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Manager - Client Success (2-5 yrs)
This position is responsible for managing client service and operations with a Wealth Management Firm
KEY RESPONSIBILITIES :
- Assist the business team with various tasks such as onboarding, transactions, MIS preparation, portfolio reporting and other responsibilities assigned by management
- To co-ordinate with AMC/channel partners/third parties to ensure early resolution of issues/requests from customers
- Develop proficiency in client-servicing software like Mint and other similar software
- Maintain client data and enter client information into various systems, including CRM
- Proficiency & Accuracy with order placement into exchange, NSE/ BSE Online Platforms & physical forms
- Facilitate smooth communication between clients and wealth advisors
Eligibility Qualification:
- Candidate should be well versed with mutual funds and should have cleared or will be required to clear NISM - VA Mutual Fund exam
- Candidate should be self-motivated to drive for excellence
- The ability to adapt and work independently is crucial
- Detail-oriented with strong problem-solving skills
- Positive demeanour and interpersonal skills are valued
Salary Range : As per candidate's profile, Max upto 7.5 lac
Work Experience : 1-3 years Mutual Fund Industry
Educational Qualification : Any Graduate or Postgraduate
