Expert Client Service Specialist

16 hours ago


Lucknow, Uttar Pradesh, India beBeeClientService Full time ₹ 8,00,000 - ₹ 15,00,000

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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