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CSM - Customer Service Manager

2.00 to 6.00 Years   Nagpur,Other Maharashtra   01 Apr, 2025
Emkay Wealth Management
Job LocationNagpur,Other Maharashtra
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaNot Mentioned
EmploymentTypeFull-time

Job Description

    About the jobEmkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades.Founded in 1995 with a clear goal of offering sound, research-backed financial advice, we have successfully served a wide variety of highly distinguished clientele around the world; including foreign institutional investors (FIIs), domestic mutual funds, hedge funds, banks, insurance companies, private equity firms, corporate houses, small and medium-sized enterprises and high net worth individuals (HNIs).Job ResponsibilitiesProcessing of Client onboardingProcessing of transaction across all investment productsCoordination with AMCs and other manufacturerCoordination with internal departmentsMaintain records of clients, transactionsMaintain business MIS of the UnitReporting of business to MIS teamCoordinating with clients as per requirementEnsure best service to clients and RMsOrganizational RelationshipsWorks closely with the Sales, Research and Products team of Emkay WealthSkillsExcellent interpersonal skillsAdaptable to work with various departments within organisationProblem solving abilitiesExcellent communication skills in EnglishQualificationGraduate or MBA with specialisation in FinanceExperience2-4 years of customer service experience in Wealth Management/Financial services industry with understanding of financial productsCompetenciesLives the company valuesBusiness Awareness & Market KnowledgeCustomer CentricityPeople ConnectResult OrientationNetworking Ability,

Keyskills :
Excellent interpersonal skillsAdaptable to work with various departments within organisationProblem solving abilities

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