Client Relationship Manager

2 days ago

Mumbai, Maharashtra, India beBeeLeadership Full time ₹ 9,00,000 - ₹ 12,00,000

Job Overview

We are seeking an experienced professional to lead our client relationships through a team of senior trust officers and administrators. This role requires pro-active exceptional trustee and corporate administration services to a portfolio of clients including trusts, AIF, and affiliated companies.

The successful candidate will be accountable for generating revenue based on value-charging by coordinating legal and administrative activities for the trust & AIF portfolio. They will also promote products and services and participate in growing the business from existing clients as well as identifying prospective clients through client referrals.

This is a director-level position that requires supporting the management in realizing projected turnover and returns based on short and long-term strategy. The role holder will conduct regular reviews of each entity in the portfolio through liaising effectively with clients, trustees, intermediaries, and legal counsel.

Key Responsibilities

  • Draft and coordinate the drafting of all necessary legal documents required for managing day-to-day matters of Trusts, AIF, and Corporate entities
  • Manage client relationships, operational risk, service level agreements, and coordination of client deliverables
  • Develop, maintain, and expand contact with clients and the intermediaries working for target clients
  • Provide pragmatic solutions keeping in mind Group business goals
  • Ensure adherence to Amicorp's 4-Pillar approach in particular compliance, legal, and corporate services, transaction monitoring, and tax and transparency
  • Achieve financial chargeability targets, ensure effective monitoring of transactions, handle pricing, invoicing, and collection of outstanding fees for the portfolio of clients

Requirements and Qualifications

  • Experience in trust administration, preferably with a focus on AIF and Corporate services
  • Strong knowledge of regulatory requirements and legislation related to trust and company administration
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Highly organized and able to manage multiple priorities
  • Proficient in MS Office and other software applications relevant to the role

Benefits

The successful candidate will have the opportunity to work in a dynamic and challenging environment with a chance to develop their skills and expertise. We offer competitive compensation and benefits packages and opportunities for career growth and development.

Others

Please note that this job description is not an exhaustive list of duties and responsibilities. You may be required to perform other tasks as directed by your supervisor or manager. If you are a motivated and experienced professional looking for a new challenge, please submit your application for consideration.

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