Head Client Servicing

5 days ago


Navi Mumbai, Maharashtra, India Banyan Tree Advisors Full time ₹ 12,00,000 - ₹ 36,00,000 per year

About the Company:

We are a SEBI-registered Portfolio Management Services (PMS) firm managing 5,500+ crores across 1,900+ clients. With a strong value-investing philosophy, we focus on long-term wealth creation for HNI and UHNI clients. As we grow, we seek a strategic leader to elevate client experience, optimize CRM, and lead client engagement and sales.

Role Summary:

This role will shape and drive the end-to-end client experience strategy, oversee CRM systems and analytics, and lead a cross-functional team across Client Experience and Sales. The mandate is to deliver exceptional service, improve retention, and align all client-facing teams toward growth and satisfaction.

  • Oversee the team of SMs to ensure client experience is top class

  • Response time

  • Quality of response
  • generate meaningful insights from the queries for actionable steps

  • CRM and ticketing system and digital experience for improving client experience

  • Track TAT

  • Ticketing
  • Escalations
  • Feedback - on boarding, closure and during client lifecycle
  • Zoho ongoing upgradation/changes
  • Whatsapp helpline number for BT for example to be set up and integrated with our systems

  • Communication

  • Drafting standard communication

  • Special client milestone
  • Birthday, Diwali greeting

  • Outreach and client collaterals

  • Webinars

  • PPT
  • Website coordination

  • Tracking RM engagement

  • Track meetings

  • Measure effectiveness
  • Generate insights from client meetings (use of AI in Zoho meeting notes to generate these)

  • Support the client team (AO, SM, RM) as necessary

Education:

  • MBA / Postgraduate from a top-tier institution (preferred in Finance, Marketing, or related field)

Experience:

  • 1215 years in client-facing roles within PMS, AIF, Wealth Management, or Private Banking
  • Proven experience in leading large client teams, managing HNI/UHNI portfolios, and executing cross-functional strategies

Skills:

  • Deep understanding of investment products and HNI client servicing norms
  • Expertise in CRM platforms (e.g., Salesforce, Zoho, or in-house PMS CRMs)
  • Strong communication and client relationship management capabilities
  • Analytical and data-driven decision-making
  • Strategic thinker with execution discipline and cross-functional leadership

  • Client Servicing

    7 days ago


    Mumbai, Maharashtra, India Khushi Advertising Ideas Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Location: Andheri (East), Mumbai Company: Khushi Advertising Ideas Pvt. Ltd. Experience: Minimum 3+ yearsAbout the Role: We are looking for a dynamic Client Servicing Executive to support our Sales & Service team. The role involves sales support, client coordination, proposal preparation, and ensuring smooth campaign execution across OOH media (Malls,...

  • Client Servicing Head

    2 weeks ago


    Mumbai, Maharashtra, India The Think Tank Agency Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Location:Gurugram, DelhiJob Type:Full-TimeWork Schedule:Monday to Saturday, 10:00 AM – 7:00 PMWork Mode:Work from Office onlyAbout the RoleWe are looking for a dynamic and experiencedClient Servicing Head – Northto lead our Brand Management and Main Line Advertising operations in the northern region. This is a senior leadership position ideal for...

  • Client Servicing

    3 days ago


    Navi Mumbai, Maharashtra, India The Kika Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Account Manager / Client Servicing Executive – Full TimeLocation:Vashi, Navi Mumbai (On-site)Salary:CompetitiveCompany DescriptionThe Kika is a creative agency that unifies advertising, branding, marketing, video production, social media management, website development, and influencer marketing under one roof. With a team of young advertisers and content...


  • Navi Mumbai, Maharashtra, India ASCENT INSIGHTS Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Client Serving Executive - Healthcare Marketing AgencyPosition OverviewWe are seeking a Client Serving Executive to manage client relationships and coordinate project execution for our healthcare marketing clients. This role involves understanding client requirements, managing briefs, and ensuring smooth collaboration between clients and internal teams.Key...


  • Mumbai, Maharashtra, India Standard Chartered Bank Full time

    Job ID: 5089Location: Mumbai, INArea of interest: OperationsJob type: Regular EmployeeWork style: Hybrid WorkingOpening date: 26 Jul 2025RESPONSIBILITIESThe jobholder is accountable for end-to-end delivery of AIF Fund Services operations in India. He leads a dynamic team responsible for delivering high quality services to some of the most demanding clients....

  • Client Services

    2 weeks ago


    Navi Mumbai, Maharashtra, India TaskUs Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    About TaskUs: TaskUs is a provider of outsourced digital services and next-generation customer experience to fast-growing technology companies, helping its clients represent, protect and grow their brands. Leveraging a cloud-based infrastructure, TaskUs serves clients in the fastest-growing sectors, including social media, e-commerce, gaming, streaming...


  • Navi Mumbai, Maharashtra, India Chase- Candidate Experience page Full time ₹ 2,50,000 - ₹ 7,50,000 per year

    If you enjoy being at the leading edge of delivering exceptional service and ensuring client satisfaction, you have found the right team.As a Client Service Delivery Specialist IV within JPMorganChase, you will play a pivotal role in delivering exceptional customer service and operational support. Your primary focus will be to address client inquiries,...

  • Client Billing Head

    2 weeks ago


    Mumbai, Maharashtra, India Olous Full time ₹ 10,00,000 - ₹ 25,00,000 per year

    Job Position : Client Billing HeadExperience : 10 to 15 YearsLocation : MumbaiJob summaryThe Client Billing Head is responsible for managing the entire client billing cycle for all projects, ensuring accuracy, timeliness, compliance, and effective revenue realization.Key ResponsibilitiesBilling Operations: Establish and monitor robust billing processes for...


  • Navi Mumbai, Maharashtra, India SecureSearch Screening Services Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Company DescriptionFounded in 2008, SecureSearch has been a trusted partner in managing screening programs for over a decade. Guided by a team of industry experts, the company is regarded as a leading authority in background screening practices in India. SecureSearch runs successful background screening programs for a diverse range of businesses, from small...


  • Navi Mumbai, Maharashtra, India SecureSearch services pvt ltd Full time ₹ 1,68,000 - ₹ 2,04,000 per year

    Client Account Manager – AssociateLocation: Navi MumbaiAbout the RoleSecureSearch is looking for a proactive Client Account Manager (Associate) to own client relationships and ensure smooth delivery of background verification services. You'll be the key link between clients and internal teams, driving service excellence and client satisfaction.What You'll...