Financial Services Professional

3 days ago


Aligarh, Uttar Pradesh, India beBeeClient Full time ₹ 15,00,000 - ₹ 21,00,000

We are seeking a seasoned Client Relationship Manager to deliver exceptional client experiences in the financial services sector.

The ideal candidate will work closely with clients and internal teams to ensure seamless onboarding, efficient query resolution, and timely coordination of operations such as NAV release, fee calculation, and fund transfers.

A deep understanding of FPI regulations and strong problem-solving skills are essential for success in this role.

Responsibilities:

  • Strengthen and maintain client relationships
  • Coordinate with Fund Accountants, Operations, and Finance teams
  • Handle subscription/redemption requests and fee calculations
  • Ensure regulatory compliance and effective issue resolution

Requirements:

  • Bachelor's degree in Business 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

This is an opportunity to leverage your expertise and make a meaningful impact in the financial services industry.



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