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Client Service Officer

5.00 to 10.00 Years   Mumbai City   04 Jan, 2024
MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 8 - 14 Lakh/Yr
IndustryBFSI
Functional AreaCustomer Service (Domestic)
EmploymentTypeFull-time

Job Description

    A Fintech specializing in PMS , AIF and Structured Products for Ultra HNIs is urgently hiring for Client Service Officers for their Mumbai and Kolkata OfficesJob Responsibilities:The position holder shall be responsible for:Maintain existing client relationships through the processing of client requests,resolving client inquiries, and making sure key client information and documentation isup to date. Conduct outreach to maintain strong relationships with client base and identify Firmservices and solutions, such as digital, online access and cash management offerings,that support clients needs. Onboard new client accounts, which includes the collection of required documentationand client information. Support the teams marketing strategy by maintaining marketing materials, includingdigital and social media platforms, and planning client events and seminars. Prepare financial reports, spreadsheets, and other materials for client meetings. Regularly seek opportunities to use firm resources for peer sharing and collaboratingwith Financial Advisors. Proactively participate in firm initiatives directed by local management. Actively engage in available training and education programs to maintain current statuson policies, procedures and risk awareness. Input orders on behalf of Financial Advisor. Perform administrative duties that support Financial Advisors in daily businesspractices, including but not limited to, telephone coverage, business travelarrangements, coordination of client meetings, prepare travel & expense reports, andfile & calendar maintenance.Academic Qualification and Experience: Qualification Essential: Graduate. Experience: 5-8 years in Wealth ManagementKnowledge, Competency and Skills requirement:Strong interpersonal and communication skills.Good knowledge of MS Excel and MS office.Expertise in Operations work.Knowledge of Wealth Products.Processing of transactions like MF, AIF, PMS, Bonds.Strong analytical and quantitative skills and the ability to create/gather/analyze data.Client Servicing and interactions.

Keyskills :
hni client handlingpmsclient servicingmutual funds

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