Account Management Professional

6 days ago


Shimoga, Karnataka, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 15,00,000
Job Title:

Account Management Professional

Job Description:

The ideal candidate will be responsible for delivering exceptional client experiences in the financial services space.

They will work closely with clients and internal teams to ensure seamless onboarding, efficient query resolution, and timely coordination of operations.

The successful candidate will have a solid understanding of FPI regulations and strong problem-solving skills.

Responsibilities include managing and strengthening client relationships, coordinating with Fund Accountants, Operations, and Finance teams, handling subscription/redemption requests and fee calculations, and ensuring regulatory compliance and effective issue resolution.

  • Manage multiple tasks with attention to detail and efficiency
  • Coordinate with cross-functional teams
  • Handle complex queries and issues
  • Ensure compliance with regulations

This is an excellent opportunity for someone looking to grow their career in a dynamic environment.

Requirements:
  • MBA in Finance or a related field
  • 4–5 years of experience in Client Servicing, ideally within Financial Services
  • Strong knowledge of Foreign Portfolio Investment (FPI) regulations
  • Excellent communication and interpersonal skills


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