
Expert Client Service Specialist
16 hours ago
About this role:
We are seeking a seasoned Client Service Expert to oversee end-to-end client servicing. This includes managing onboarding and post-sales experiences, ensuring timely and professional resolution of client queries and concerns.
Main Responsibilities:
- Handle KYC documentation and compliance requirements for investment transactions.
- Coordinate service transactions across mutual funds, bonds, PMS, and alternate investments.
- Liaise with operations and product teams to deliver exceptional client service.
Key Skills:
- Strong understanding of financial products, including Mutual Funds, Bonds, PMS, Alternate Investments, Unlisted Securities.
- Solid knowledge of KYC, compliance, and client documentation processes.
- Excellent verbal and written communication skills.
Requirements:
- Graduate/Postgraduate in Finance, Business Administration, or related field preferred.
- AMFI/NISM certifications advantageous.
- Prior experience with Wealth Management firms, NBFCs, or Financial Institutions desirable.
Additional Information:
- A proactive approach to service delivery is essential in this role.
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