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Senior Client Service Representative

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Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000
Service Relationship Manager Position Overview

This role is responsible for delivering exceptional client experiences through effective client servicing, documentation, and transaction handling. The ideal candidate will possess strong background in client servicing, documentation, and handling transactions related to a wide range of investment products.

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  • Manage end-to-end client servicing ensuring smooth onboarding and post-sales experience
  • Handle KYC, documentation, and compliance requirements for all investment transactions
  • Coordinate and execute client-specific service transactions across mutual funds, bonds, PMS, and alternate investments
  • Address and resolve client queries, concerns, and service-related issues in a timely and professional manner
  • Liaise with operations, compliance, and product teams to ensure client service excellence
  • Maintain accurate and updated records of client interactions and transaction histories
  • Support Relationship Managers in deepening existing relationships through consistent service delivery

Key Skills & Competencies:

  • Strong understanding of financial products: Mutual Funds, Bonds, PMS, Alternate Investments, Unlisted Securities
  • Solid knowledge of KYC, compliance, and client documentation processes
  • Excellent verbal and written communication skills
  • Proficiency in handling client transactions and service requests
  • Attention to detail and accuracy in record-keeping and documentation
  • Ability to work collaboratively with cross-functional teams
  • Client-centric mindset with proactive approach to service delivery

Preferred Qualifications:

  • Graduate/Postgraduate in Finance, Business Administration, or related field
  • AMFI/NISM certifications preferred
  • Prior experience with Wealth Management firms, NBFCs, or Financial Institutions