Financial Services Relationship Manager

4 days ago

Bhavnagar, Gujarat, India beBeeClientService Full time ₹ 20,00,000 - ₹ 25,00,000

Exceptional client experiences in the financial services space require a high degree of attention to detail and customer focus. As a Client Service Professional, you will be working closely with clients and internal teams to ensure seamless onboarding, efficient query resolution, and timely coordination of operations.

This role involves collaborating with fund accountants, operations, and finance teams to provide subscription/redemption requests and fee calculations. Ensuring regulatory compliance and effective issue resolution is also a key aspect of this position.

Key Responsibilities:

  • Manage and strengthen client relationships
  • Coordinate with various teams to ensure smooth operations
  • Handle subscription/redemption requests and fee calculations
  • Ensure regulatory compliance and effective issue resolution

Requirements:

  • Master's degree 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
  • Ability to manage multiple tasks with attention to detail and efficiency

Benefits:

  • Dynamic environment where your ideas matter
  • Opportunities for growth and development
  • Equal opportunities employer welcoming diverse applications

About This Opportunity:

This is an excellent chance to grow your career as a results-driven professional delivering exceptional client experiences. We value talented individuals who share our values and are passionate about making a difference in the financial services space.

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