See more Collapse

Pms Client Servicing

2 months ago

Mumbai, India Talent Selexion Full time

We are looking for a PMS Client Servicing & Operations Executive **(no sales targets) **to deal with HNI clients and hence need to be very professional in their approach, both spoken and written.

The job role includes the following:
1. Explaining company services to the client.

2. Assist client in onboarding by completing the paperwork and KYC. Includes coordination for document dispatch and physical verification once received from the client.
- **Prior experience in financial markets related to basic KYC regulations is an absolute must.**_

3. Preparing reports and statements for the clients monthly. Excel knowledge is an absolute must.

5. Attending to any other custom queries of the clients.

**Qualities absolutely needed -**

1. Past experience at PMS, AIF, MF, etc.

2. Working in excel to prepare various reports on daily and monthly basis.

3. Highest level of ethical standards.

4. Honesty and Sincerity.

**Qualification: Graduate**

**Must be fluent in spoken & written English**

**Salary**: ₹30,000.00 - ₹36,000.00 per month

Schedule:

- Day shift

We have other current jobs related to this field that you can find below

  • PMS Operations(client servicing)- Goregaon

    6 days ago

    Mumbai, Maharashtra, India Corporate Chemistry Full time

    Wish to work with an Asset Management Company, here is the opportunity at Goregaon location, Mumbai Position-PMS Operations(client servicing) Location - Goregaon, Mumbai Education -Graduation Experience -Min 2-3 years of experience in AIF AND PMS Operations Requirement - Expert in MS Excel Good Understanding of Financial Transactions Understanding of...

  • PMS Operations(client servicing)- Goregaon

    6 days ago

    Mumbai, Maharashtra, India Corporate Chemistry Full time

    Wish to work with an Asset Management Company, here is the opportunity at Goregaon location, MumbaiPosition-PMS Operations(client servicing)Location - Goregaon, MumbaiEducation -GraduationExperience -Min 2-3 years of experience in AIF AND PMS OperationsRequirement -Expert in MS ExcelGood Understanding of Financial TransactionsUnderstanding of Basic...

  • PMS Operations(client servicing)- Goregaon

    1 month ago

    Mumbai, India Corporate Chemistry Full time

    Wish to work with an Asset Management Company, here is the opportunity at Goregaon location, MumbaiPosition-PMS Operations(client servicing)Location - Goregaon, MumbaiEducation -GraduationExperience -Min 2-3 years of experience in AIF AND PMS OperationsRequirement -Expert in MS ExcelGood Understanding of Financial TransactionsUnderstanding of Basic...

  • Pms client Service and Operations

    6 days ago

    Mumbai, Maharashtra, India Arin Consultancy Full time

    ITES / BPO / Operations / Customer Service / Telecalling Mumbai _Mumbai Western Suburbs_ March 7, March 8, 2025 Financial ServicesJob Overview:- Office Location (Area) Mumbai- Required Education Commerce Graduate or equivalent degree- Course Type Full Time- Min Required Experience (Years) 2- Max Required Experience (Years) 3Role & Responsibilities:Customer...

  • Pms client Service and Operations

    2 months ago

    Mumbai, Maharashtra, India Arin Consultancy Full time

    ITES / BPO / Operations / Customer Service / Telecalling Mumbai _Mumbai Western Suburbs_ March 7, 2024 - March 8, 2025 Financial Services **Job Overview**: - **Office Location (Area) **Mumbai - **Required Education **Commerce Graduate or equivalent degree - **Course Type **Full Time - **Min Required Experience (Years) **2 - **Max Required Experience...

  • Executive - Client Servicing

    3 weeks ago

    Mumbai, India Client of Recruitners Full time

    **About our client** Our client headquartered in Mumbai (Malad) is a brand marketing agency which specializes in experiential marketing activations, events, exhibitions and digital marketing solutions. **Job Brief** In this role, you will be responsible for coordinating with clients in the conferences and events. **Responsibilities** - You will be...

  • Client Relationship Manager PMS

    6 days ago

    Mumbai, Maharashtra, India SEVEN CONSULTANCY Full time

    Apply for Client Relationship Manager PMS, Career Progress Consultants in Mumbai for Year of Experience on

  • Client Relationship Manager PMS

    4 weeks ago

    Mumbai, Maharashtra, India SEVEN CONSULTANCY Full time

    Apply for Client Relationship Manager PMS, Career Progress Consultants in Mumbai for Year of Experience on

  • Client Relationship Manager PMS

    3 weeks ago

    Mumbai, India SEVEN CONSULTANCY Full time

    Apply for Client Relationship Manager PMS, Career Progress Consultants in Mumbai for 10 - 13 Year of Experience on TimesJobs.com.

  • Client Relationship Manager PMS

    4 weeks ago

    Mumbai, India SEVEN CONSULTANCY Full time

    Apply for Client Relationship Manager PMS, Career Progress Consultants in Mumbai for 10 - 13 Year of Experience on TimesJobs.com.

  • Client Onboarding

    7 days ago

    Mumbai, Maharashtra, India Arin Consultancy Full time

    Operations Mumbai _Mumbai_ March 26, 2024 - March 27, 2025 Financial Services **Job Overview**: - **Office Location (Area) **Mumbai - **Required Education **B.Com, CA, CA (Inter), MBA (Finance) - **Course Type **Full Time - **Min Required Experience (Years) **5 - **Max Required Experience (Years) **8 **Job Description for Client On boarding Executive...

  • Client Servicing

    6 days ago

    Mumbai, Maharashtra, India Arin Consultancy Private Limited Full time

    JD for the above mentioned role Managerial Responsibilities-• Ensuring proper follow of onboarding process, Audit Handling Connect with stakeholders for improvement of PMS/AIF Onboarding process Functional Responsibilities – Handling client documentation as per checklist to ensure smooth onboarding of AIF & PMS Getting client accounts activated by...

  • Client Servicing

    2 weeks ago

    Andheri, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full time

    We have an excellent opportunity for Client servicing. Location : Andheri Experience : 2+ years Role: - Disciplined ,well groomed ,committed to work long term and experienced with 3years as an Client Servicing needed to co - ordinate and report to the managing partner of an interior design firm. - Require someone with technical knowledge of Interior. -...

  • Pms

    2 weeks ago

    Mumbai, Maharashtra, India V Group Limited Full time

    **Vacancy No** - VN13407 **Employment Type** - Permanent **Location Country** - India **Work Location** - Mumbai **Who are V?** - As a global leader in ship management and marine services, we add value to a vessel’s operations. Operating around the clock and around the world, V. gives every client the quality and efficiency they need in every sector....

  • Pms

    3 weeks ago

    Mumbai, Maharashtra, India V Group Limited Full time

    **Vacancy No** - VN13509 **Employment Type** - Permanent **Location Country** - India **Work Location** - Mumbai **Who are V?** - As a global leader in ship management and marine services, we add value to a vessel’s operations. Operating around the clock and around the world, V. gives every client the quality and efficiency they need in every sector....

  • Client Servicing

    2 months ago

    Mumbai, India Party Cruisers Private Limited Full time

    **Designation - CLIENT SERVICING** **Wedding - (Weddings & Events)** **Industry - Events & Weddings only** **Notice Period - Immediate Joining** **Experience - 5+ Years** **Age group - 32+ only** **Location - Mumbai, Chandigarh / Delhi** **Working Days and Time - Mon - Sat, 10.00 AM - 7.00 PM** **Salary - As per industry standards** **Skills -** **-...

  • Pms Support

    4 weeks ago

    Mumbai, India HSBC Full time

    -Job description **Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

  • Pms Support

    2 days ago

    Mumbai, India HSBC Full time

    -Job description **Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

  • Client Services Associate

    2 weeks ago

    Mumbai, Maharashtra, India Russell Investments Full time

    Business Unit: Global Distribution Operations Reporting To: Manager, Client Service Shift: EMEA/UK (Mar-Nov 1:30 pm - 10:30 pm IST / Nov-Mar 2:30 pm - 11:30 pm IST) (India) About Russell Investments, Mumbai: Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities...

  • Client Services Associate

    4 weeks ago

    Mumbai, Maharashtra, India Russell Investments Full time

    Business Unit: Global Distribution Operations Reporting To: Manager, Client Service Shift: EMEA/UK (Mar-Nov 1:30 pm - 10:30 pm IST / Nov-Mar 2:30 pm - 11:30 pm IST) (India) About Russell Investments, Mumbai: Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities...