Client Servicing mumbai

2 months ago

Mumbai, India Arin Consultancy Full time

Operations Mumbai _Mumbai Western Suburbs_ May 15, 2023 - May 15, 2024 Financial Services

**Job Overview**:

- **Office Location (Area) **Mumbai
- **Min Required Experience (Years) **0
- **Max Required Experience (Years) **0

Job Purpose

The role of Client Servicing Manager includes proactive planning and day to day
management of client servicing operations for FPI- adhering to highest quality standards
and delivery timelines.

Job description:

- Client servicing for FPI/FDI clients spread over different jurisdictions.
- Incumbent to ensure smooth customer onboarding by liaison with internal teams for the

same.
- Understand regulatory guideline with reference to Foreign Investments.
- Take ownership and address client queries and resolve them in a timely and efficient

manner.
- Tracking of NAV to be released to the clients. Coordinate with the Fund accountant team to

ensure NAV is released as per the decided TAT.
- Liaising with the Account and Finance team for the fee calculations. Cross check the fee

calculations through the NAV pack and accordingly release weekly/monthly fee calculations

to the clients. Revert to client queries in case of any understanding required from the client.
- Coordinating with the Operations team to ensure Client’s request such as

subscriptions/redemptions are processed smoothly and within the TAT.
- Liaising with administrator/broker for smooth broker onboarding.
- Tracking any fund transfer request from client. Coordinating with PCM and Custodian for the

same.
- Collect prompt and accurate feedback from the clients. Interact with them and ensure that

all valid client concerns are being dealt with immediately.
- Escalate unresolved queries issues to the appropriate team.

Key Skills
- Client Excellence
- Demonstrates a passion for delivering quality and ensures that client

needs are met, benefiting both the client and the firm.
- Strong Interpersonal, presentation skills and excellent communication both written and

verbal.
- Ability to multitask

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