Head Client Servicing

6 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 Head

    11 hours ago

    Mumbai, Maharashtra, India The Think Tank Agency Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Title: Client Servicing Head – DelhiLocation:Gurugram, Delhi NCRJob Type:Full-TimeWork Schedule:Monday to Saturday, 10:00 AM – 7:00 PMWork Mode:Work from Office onlyNote: Candidates from Digital Marketing backgrounds will NOT be considered. Only professionals with Mainline Advertising and Real Estate experience should apply.About the RoleWe are...

  • 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 Service Executive

    2 weeks ago

    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...

  • Client Servicing

    6 days ago

    Navi Mumbai, Maharashtra, India DC Consultants Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Job Description:We are having an urgent opening for the position of Client Servicing for a reputed company (Branding and Designing Industry) at the  Navi Mumbai (Vashi) location.Key Responsibilities :Client Servicing : Client interaction. Understanding briefs from the client & debriefing it to the creative team and getting creatives done to meet the...

  • Client Servicing

    6 days ago

    Navi Mumbai, Maharashtra, India DC Consultants Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Job Description:We are having an urgent opening for the position of Client Servicing for a reputed company (Branding and Designing Industry) at the  Navi Mumbai (Vashi) location.Key Responsibilities :Client Servicing : Client interaction. Understanding briefs from the client & debriefing it to the creative team and getting creatives done to meet the...

  • Client Servicing

    6 days ago

    Navi Mumbai, Maharashtra, India DC Consultants Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Job Description:We are having an urgent opening for the position of Client Servicing (Key Accounts) for a reputed company (Branding and Designing Industry) at the Vashi Navi Mumbai location.Job Description:Building positive client relations by checking in regularly and following up on active processesMaking Branding and designing strategyMarketing...

  • Manager - Client Servicing, Fund Services

    4 days ago

    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 Servicing Head-Digital Marketing agency

    2 days ago

    Navi Mumbai, Maharashtra, India Attarix Talent Solutions Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Gender: Female onlyTarget Industry: Digital marketing agencies onlyProven experience of at least 7 years as a Client Servicing Manager or a similar role particularly at digital marketing agencies.Location: Vashi Required Candidate profileNeed female candidates who has at least 7 years as a Client Servicing Manager or a similar role particularly at digital...

  • Client Servicing

    10 hours ago

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

    Company Overview:Tring is India's Largest Tech-Enabled Celebrity Engagement Platform with 15,000+ celebrities on board like MS Dhoni, Rajkummar Rao, Shilpa Shetty, Shivam Dube, Sonali Bendre, Ali Fazal, to name a few. Tring helps brands connect with celebrities for brand ambassador deals, endorsements, event appearances, image rights, influencer marketing,...

  • Client Services Associate

    6 days ago

    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...