Senior Client Relationship Manager

2 days ago


Surat, Gujarat, India beBeeClientServicing Full time ₹ 1,00,00,000 - ₹ 1,20,00,000

We are seeking a highly skilled client servicing professional to join our team in Surat, India. As a key member of our client service team, you will be responsible for delivering exceptional client experiences and ensuring seamless onboarding, efficient query resolution, and timely coordination of operations.

Key Responsibilities:
  • Manage and strengthen client relationships by fostering strong partnerships and resolving complex issues.
  • Coordinate with internal teams to ensure regulatory compliance and effective issue resolution through clear communication and collaboration.
  • Handle subscription/redemption requests and fee calculations accurately and efficiently.
  • Ensure timely NAV releases and fund transfers to meet client expectations.
Requirements:
  • MBA in Finance or a related field with a strong focus on financial analysis and strategy.
  • 4–5 years of experience in client servicing, preferably within the financial services industry.
  • Strong knowledge of Foreign Portfolio Investment (FPI) regulations and their implications.
  • Excellent communication and interpersonal skills to build strong relationships with clients and internal stakeholders.
  • Ability to manage multiple tasks with attention to detail and efficiency to meet deadlines and deliver results.

This is an excellent opportunity for a motivated and results-driven individual to grow their career in a dynamic environment where they can apply their skills and expertise to drive success.



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