
Investment Client Service Representative
2 weeks ago
The ideal candidate will provide exceptional client service through various channels, including correspondence, phone calls, emails, and on-counter visits. They will ensure that all responses to investors are complete and accurate to prevent repeat inquiries.
Key Responsibilities:- Respond to investor queries via phone calls, emails, letters, and on-counter visits in a timely and accurate manner.
- Ensure that all investor communications are complete, precise, and documented to prevent repeat queries.
- Maintain proper records of interactions, queries, and resolutions in internal systems.
- Provide guidance to investors regarding account statements, transactions, and services offered.
- Coordinate with internal teams (operations, accounts, and compliance) to resolve complex queries.
- Follow standard operating procedures (SOPs) for investor communication and grievance handling.
- Update investors on relevant notifications, account updates, and service-related information.
- Escalate unresolved issues to senior team members while keeping the client informed.
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Client Service Representative
2 weeks ago
Mumbai, Maharashtra, India Teamware Solutions Full time ₹ 1,04,000 - ₹ 1,30,878 per yearClient Service Representative Location: Mumbai, India Experience : 3 years (2+ years in a client-facing role) Position PurposeWithin the Global Banking Client Management division of companies CIB, the Client Service Support team aims to deliver top-tier service to clients.The Audit Request team is responsible for the production & distribution of audit...
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Client Servicing Manager
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Mumbai, Maharashtra, India The Premier Consultants Full timeWe're Hiring | Client Service Role | Mumbai | 5-Day Work Week Are you passionate about delivering exceptional client experiences in the financial services space?We're looking for a Client Service Professional to join our client, leading fund management company with presence in India, UAE and Mauritius at Mumbai.Location: Mumbai Working Days: Monday to...
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Venture Capital Investment Analyst
1 week ago
Mumbai, Maharashtra, India Samarthya Investment Advisors Full timeJob DescriptionFull-Time Opportunity: Venture Capital Investment Analyst at SamarthyaLocation: Nariman Point, Mumbai/ Bangalore / ChennaiCommitment: Full-timeRequirements:NISM Series XIX-D exam (For Cat I and II AIF )About UsSamarthya (https://www.samarthya.co.in/) is an early-stage venture capital firm focused on investing in high-potential startups in...
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Night Shift Client Service Representative
1 week ago
Mumbai, Maharashtra, India beBeeCustomerService Full time ₹ 9,00,000 - ₹ 12,00,000Job DescriptionWe are seeking a highly skilled and experienced individual to fill the role of Night Shift Client Service Representative. This is an exciting opportunity for someone who is passionate about delivering exceptional customer service and working in a fast-paced environment.The successful candidate will be responsible for providing client services,...
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Client Service
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Mumbai, Maharashtra, India JPMorganChase Full time ₹ 15,00,000 - ₹ 20,00,000 per yearJob DescriptionJoin our dynamic team as a Client Service Delivery Associate and become a vital part of our mission to elevate client experiences.As a Client Service Manager within the Custody Client Facing Team, you will oversee the operational management and control of the daily workflow, ensuring efficient and effective service delivery. Your role will...
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Acaipl Investment
2 weeks ago
Mumbai, Maharashtra, India Acaipl Investment & Financial Services Private Ltd Full timeAbout Us:Areion Assets Management Private Limited is an investment manager to a SEBI Registered Category II and Category I Alternative Investment Fund. Areion AMC has successfully launched 4 no. of schemes under Cat II & 3 schemes under Cat I- SSF.The AMC has applied for 1 new scheme under Cat I with SEBI having target corpus of INR 500 crores.Job Summary:We...
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15h Left Venture Capital Investment Analyst
2 weeks ago
Mumbai, Maharashtra, India Samarthya Investment Advisors Full timeFull-Time Opportunity: Venture Capital Investment Analyst at SamarthyaLocation: Nariman Point, Mumbai / Bangalore / ChennaiCommitment: Full-time Requirements: NISM Series XIX-D exam (For Cat I and II AIF )About Us Samarthya (https://www.samarthya.co.in/) is an early-stage venture capital firm focused on investing in high-potential startups in deeptech,...
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Client Services Representative Intern
1 week ago
Navi Mumbai, Maharashtra, India Enkaptivate Events & Promotions Pvt Ltd Full time ₹ 15,00,000 - ₹ 28,00,000 per yearCompany Name:Enkaptivate Events & Promotions Pvt LtdWebsite:Location:802, Haware Infotech PVT LD, 8thFloor, sector 30 A, Vashi Navi Mumbai Opposite Vashi station, 5 minutes' walk from station.Job description:Client Services Representative Intern Based in Navi Mumbai office. Interact on a daily basis with clients across geographies, understand their...
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Client Servicing
2 weeks ago
Mumbai, Maharashtra, India Talent Corner Full time1. Investor service done through correspondence, telephone calls, emails and OTCvisits (on the counter visits)2. Ensuring that all responses given to investors complete and accurate so that repeatcases are avoidedKey Responsibilities Respond to investor queries via phone calls, emails, letters, and OTC visits promptly and accurately. Ensure that all investor...
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Acaipl Investment
2 weeks ago
Mumbai, Maharashtra, India Acaipl Investment & Financial Services Private Ltd Full timeAbout UsAreion Assets Management Pvt Ltd is a group company of "Areion". Areion Group comprises a portfolio of financial services companies focused on supporting borrowers facing financial distress.Areion Asset Management Pvt Ltd is an investment manager to SEBI-registered Category I and Category II AIFs. The company has successfully launched 4 schemes under...