Customer Service Specialist

3 weeks ago

Chennai, Tamil Nadu, India Nuvama Professional Clients Group Full time
Job Title: Client Experience Individual Contributor
Location: 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,

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