Client Services Manager

7 days ago

Mumbai, Maharashtra, India Banking and NBFC job Full time

The requirement is with a very reputed wealth management company based at Mumbai (Kalina). Its an operation role into client servicing, onboarding, customer query management, etc.

Requirements: Male/Female candidates having similar experience from Mumbai local market only.

CTC: Up to 20 LPA

Job Description for Service Manager

Client Service Management
• Manage end-to-end client servicing processes including onboarding, account maintenance, documentation, and client queries.
• Serve as the primary point of contact for service-related matters for a portfolio of high value clients.
• Coordinate with relationship managers and product teams to ensure timely and accurate service delivery.

Operational Execution
• Ensure all transactions and service requests are executed in compliance with internal controls and regulatory guidelines (DIFC/DFSA).
• Monitor service SLAs, turnaround times, and quality metrics.
• Assist in the implementation of improved workflows and service process enhancements.

Internal & External Coordination
• Collaborate with compliance, operations, legal, and custodians to resolve client issues.
• Support the relationship management team in preparing client reviews, reports, and portfolio documentation.

Risk and Compliance
• Ensure proper KYC, AML, and regulatory checks are completed.
• Keep updated on DIFC/DFSA policies and ensure operational alignment with regulatory changes.

Qualifications & Experience
• Bachelor's degree in Finance, Business Administration, or related field.
• 4–7 years of experience in client servicing within wealth management, private banking, or investment advisory.
• Strong understanding of financial products, client onboarding, and regulatory requirements in DIFC/DFSA.
• Familiarity with CRM platforms (e.g., Salesforce, Temenos, Finacle).
• Excellent communication and client-handling skills with a solution-oriented mindset.
• UAE/GCC experience preferred.

  • Client Servicing Manager

    2 weeks ago

    Mumbai, Maharashtra, India Talent Corner HR Services Pvt Ltd Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Designation-Client Servicing.Location-Mumbai.Work from Office.CTC Upto 7LPA.Key ResponsibilitiesClient Management & Strategic Thinking:Serve as the single point of contact for clients and brand teamsLead strategic conversations with clients, advising on brand-building, integrated marketing and communication solutions and build strategy framework approaches...

  • Client Servicing Executive/Manager

    21 hours ago

    Mumbai, Maharashtra, India Purple Squirrel Consulting services Full time

    Client Servicing: Manager/Executive RoleClient Relationship Management: Serve as the main point of contact for clients, fostering long-term strategic relationships (Manager: often focusing on key accounts). Understand objectives and brand guidelines, ensuring high client satisfaction and prompt issue resolution.Project Leadership & Coordination: ...

  • Client Services Manager

    1 week ago

    Mumbai, Maharashtra, India The Premier Consultants ( Recruitment Company ) Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    We're Hiring: Client Service Manager – Foreign Portfolio Investors (FPI) for one of the leading Asset Servicing Firm, 5days working (work from office) |MumbaiAre you passionate about client success and experienced in financial services? We're looking for a dynamic Client Service Manager to join our team and take ownership of delivering world-class service...

  • Client Service Manager

    6 days ago

    Mumbai, Maharashtra, India HSBC Full time

    Some careers open more doors than others.   If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.   Job Profile: The...

  • Accounts Manager(Client Servicing)

    7 days ago

    Mumbai, Maharashtra, India Epic Pursuit Training And Consultancy Services Full time

    Manage client servicing and campaign execution for pharma/healthcare and other key accounts, ensuring timely delivery and strong client relationships. Work closely with creative teams to meet client objectives and drive business growth. Required Candidate profileThe candidate should be currently working in an Advertising Agency for a Pharma or Healthcare...

  • Client Servicing Manager

    1 week ago

    Mumbai, Maharashtra, India F5 Advertainment Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    F5 Advertainment is a dynamic and innovative event management company committed to creating unforgettable experiences for our clients. With a proven track record of 17 successful years and over 5000 events, we pride ourselves on our creativity, attention to detail, and dedication to client satisfaction. As we continue to grow, we are seeking a talented and...

  • Manager - Client Servicing

    2 weeks ago

    Mumbai, Maharashtra, India Onboard Ideas and Innovation Pvt Ltd Full time ₹ 4,20,000 - ₹ 6,30,000 per year

    About the role:As a Manager – Client Servicing at Onboard Ideas & Innovation, you'll be the key link between clients and internal teams—translating brand objectives into impactful event and MICE experiences. You'll manage client relationships, drive strategy, and oversee seamless execution while ensuring every project reflects creativity, precision, and...

  • Client Servicing Manager

    4 days ago

    Mumbai, Maharashtra, India Realatte Full time

    Role - Client ServicingLocation - Andheri (East) - MIDCNotice Period - Immediate to 30 daysJob Summary:We are seeking a dynamic and results-oriented Client Servicing Manager to join our team. The ideal candidate will act as the primary point of contact for clients, ensuring seamless communication, strategic planning, and execution of paid media campaigns....

  • Client Servicing Manager

    5 days ago

    Mumbai, Maharashtra, India Seventy Seven Entertainment Pvt. Ltd. Full time

    Job Title: Manager/ Senior ManagerLocation:Andheri, MumbaiCompany:Seventy Seven Entertainment Pvt. Ltd. – Experience:6+ years (Experience in core Event Industry is a must)Employment Type:Full-time | On-site | Event Management, Client Relations & Business DevelopmentAbout the Role:As aManager/ Senior Managerin Client Servicing & Business Development, you...

  • Client Servicing Executive

    5 days ago

    Mumbai, Maharashtra, India Talent Corner Hr Services Full time

    •Minimum 6 months to 2 years of experience in client servicing, account management, or customer-facing roles•Strong communication and interpersonal skills•Ability to multitask and manage deadlines effectively•Familiarity with CRM tools is a plus