Client Services Manager

7 days ago


Mumbai Metropolitan Region, India Nuvama Group Full time

JOB RESPONSIBILITIES

  • Total relevant 5+ years’ experience in servicing, broking & operational background
  • Basic knowledge of Markets & broking
  • Client servicing
  • Basic knowledge of MS Office (especially excel)
  • Ensure effective communication with investors and other internal & external stakeholders as per the defined processes.
  • Close Coordination with Sales, Business Development, and other internal stakeholders.
  • Effective compliance with applicable KYC, AML and other associated requirements as per SEBI/RBI guidelines.
  • Strict Adherence to SLAs timelines and Deliverables with all Internal & External Stakeholders and highlight the deviations suitably, if any.

FUNCTIONAL COMPETENCIES

  • Manage Client Onboarding & Client Service Desk for the Domestic AIF/PMS Products segment of EWM.
  • Ensure smooth launch of new products and servicing of existing products in terms of Client KYC, Onboarding, AML and periodic KYC activities.
  • Coordinate with Domestic Business Partners for new launches, Subscriptions, Redemptions, Drawdowns and other related stuff.
  • Effective Query resolution pertaining to existing and new launches.
  • Adherence to and improvement of laid down Operations Policies and Processes in the best interest of Business, Business Partners and all stakeholders.
  • Timely communication to/with Clients, Business Partners and Internal Stakeholders.



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