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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


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