
Client Servicing Professional
1 day ago
Job Summary:
We are seeking an experienced Client Servicing Professional to join our team in Uttar Pradesh, India.
About the Role:
The Client Servicing Professional is responsible for managing client relationships and providing exceptional customer service.
Key Responsibilities:
- Managing end-to-end client servicing processes
- Ensuring smooth onboarding and post-sales experience
- Handling KYC, documentation, and compliance requirements
- Coordinating client-specific service transactions
- Addressing client queries and concerns
Required Skills & Qualifications:
Financial Product Knowledge:
- Strong understanding of mutual funds, bonds, PMS, alternate investments, and unlisted securities
Client Documentation Processes:
- Solid knowledge of KYC, compliance, and client documentation procedures
Communication Skills:
- Excellent verbal and written communication skills
Transaction Management:
- Proficiency in handling client transactions and service requests
Attention to Detail:
- Ability to maintain accurate records and documentation
Preferred Qualifications:
- Graduate or postgraduate degree in finance, business administration, or related field
- AMFI/NISM certifications preferred
- Prior experience with wealth management firms, NBFCs, or financial institutions
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