Client Services Manager

6 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.

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