Client Services Manager
7 days ago
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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