Customer Service Specialist

4 weeks ago

Mumbai, Maharashtra, India Nuvama Professional Clients Group Full time

Job Title: Client Experience Individual Contributor

Location: Mumbai & Chennai

Experience Required: 4+ Years

Industry: Broking / Wealth Management

Role Overview:

We are seeking a dynamic and detail-oriented professional for the role of Client Experience Individual Contributor, responsible for managing and enhancing client servicing for Ultra High Net Worth Individuals (UHNIs). This role is pivotal in maintaining strong client relationships, ensuring seamless service delivery, and supporting investment activities in coordination with internal teams.

Key Responsibilities:

1. Client Relationship Management

  • Serve as the primary point of contact for UHNI clients for all service-related matters.
  • Build and nurture long-term client relationships with a focus on trust, responsiveness, and value.
  • Ensure proactive engagement to maintain high levels of client satisfaction and loyalty.

2. Client Communication & Coordination

  • Collaborate closely with Relationship Managers and the Dealing Team to support clients in managing their investment portfolios.
  • Coordinate execution of trades, transactions, transfers, and other service requests in line with client instructions.
  • Communicate effectively to explain processes, account features, and service timelines.

3. Issue Resolution & Service Delivery

  • Identify, investigate, and resolve client issues, discrepancies, or complaints in a timely and efficient manner.
  • Coordinate with internal departments (Operations, Risk, Tech, Compliance) to ensure quick resolution and quality service.
  • Monitor service requests to ensure closure within defined TATs.

4. Client Onboarding & Documentation

  • Support new client onboarding by collecting KYC documentation, verifying details, and facilitating account opening.
  • Ensure all client data is maintained accurately and updated regularly as per compliance norms.
  • Stay updated on regulatory requirements to ensure 100% adherence during client lifecycle events.

Key Skills & Qualifications:

  • Graduate/Postgraduate in Finance, Commerce, or related field.
  • Minimum 4 years of relevant experience in client servicing, preferably in Wealth Management or Broking domain.
  • Strong understanding of financial markets, equity products, broking operations, and regulatory landscape (SEBI, KYC, FATCA, etc.).
  • Excellent interpersonal and communication skills with a client-centric approach.
  • Detail-oriented with strong problem-solving and multitasking ability.
  • Proficiency in MS Office, CRM tools, and trading platforms.

Why Join Us?

  • Opportunity to work closely with UHNI clients and senior stakeholders.
  • Exposure to end-to-end client lifecycle management in a premium financial setup.
  • Collaborative, fast-paced, and client-first work environment.

Regards,

Team HR

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