Client Service/Service Relationship Manager

7 days ago


Delhi Kolkata Mumbai NCR, India Neo Wealth Management Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Summary:

Looking for a Service Relationship Manager with expertise in Mutual Fund order processing (BSE STAR MF) and working knowledge of AIF & PMS. The role focuses on client servicing, documentation, and seamless coordination with advisors and stakeholders.

Job Responsibilities:

  • Manage end-to-end Mutual Fund order processing on platforms such as BSE STAR MF, ensuring accuracy and timeliness.
  • Support client onboarding by handling KYC, documentation, and compliance requirements.
  • Address client service requests, queries, and transaction-related issues promptly.
  • Collaborate with Relationship Managers and Advisors to deliver a seamless client experience.
  • Maintain sound knowledge of Alternative Investment Funds (AIF) and Portfolio Management Services (PMS) to support advisory and client needs.
  • Coordinate with internal teams, AMCs, custodians, and other stakeholders to ensure operational efficiency.
  • Prepare client statements, reports, and presentations as required.

Requirements:

  • Graduate/Postgraduate in Finance, Commerce, or related field.
  • Strong knowledge of Mutual Funds, with exposure to AIF & PMS products.
  • Hands-on experience with BSE STAR MF platform.
  • 5+ years of relevant experience in wealth management, banking, or financial services operations.
  • Proficiency in MS Excel and financial platforms; detail-oriented with strong execution skills.
  • Excellent communication and client servicing abilities.


  • Delhi, Gurugram, NCR, Noida, India Meritus Management Service Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Manage key client relationships, lead communication, and ensure smooth end-to-end execution of events.This role requires a balance of client management, project ownership, andcoordination with internal teams to deliver exceptional event experiences


  • Delhi, India Ai Digital Service Full time

    **Job Title: Client Relationship Executive (Digital Marketing)** **Job Overview**: We are seeking a Client Relationship Executive to join our digital marketing team. In this role, you will be responsible for building and maintaining strong relationships with our clients and ensuring their satisfaction with our services. You will serve as the primary point...


  • Delhi, Kolkata, NCR, India Peekay Agencies Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Role & responsibilitieslient Management & ServiceCustomer-Centric Mindset Prioritizing client satisfaction and value.Relationship Building Creating trust and long-term rapport with clients.Client Retention Strategies Implementing methods to keep clients loyal.Account Management – Overseeing client accounts and ensuring expectations are met.Problem-Solving...


  • Delhi, NCR, India Brandwidth Events Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Overview:We are seeking a dynamic and experienced AVP of Client Servicing to join our team at Brandwidth Events a leading event management company.The ideal candidate will be responsible for building and maintaining strong client relationships, ensuring exceptional service delivery, and driving the success of our events. This role requires a strategic...


  • Kolkata, West Bengal, India Span Communications Full time ₹ 6,48,000 - ₹ 9,90,000 per year

    Job Description: Manager – Client Servicing**About Span: **Span Communications is a leading advertising and communications agency, delivering impactful campaigns for government and corporate clients.Role OverviewWe are looking for an experienced Manager – Client Servicing for our Kolkata office to manage and nurture client relationships, particularly...


  • Kolkata, India Span Communications Full time

    Job Description: Accounts Manager **About Span:**Span Communications is a leading advertising and communications agency, delivering impactful campaigns for government and corporate clients.Role Overview We are looking for an experienced Accounts Manager for our Kolkata office to manage and nurture client relationships, particularly with government clients,...

  • Client Servicing

    8 hours ago


    Kolkata, West Bengal, India Toshniwal Inc Full time US$ 50,000 - US$ 1,00,000 per year

    We are hiring Client Servicing Executive with excellent communication skill who can manages relationships with clients, ensuring their needs are met through effectively. Coordinate with internal teams, client concerns, and maintain satisfaction.

  • Client Servicing

    1 week ago


    Kolkata, West Bengal, India Kolaz Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Company DescriptionKolaz is a creative advertising agency based in Kolkata, specializing in branding and marketing services. We aim to take the burden of marketing off your shoulders so you can focus on your core business activities. Our services cover a wide range from logo design to out-of-home advertising to social media marketing.Role DescriptionThis is...


  • Kolkata, India Span Communications Full time

    Job Description: Accounts Manager**About Span:** Span Communications is a leading advertising and communications agency, delivering impactful campaigns for government and corporate clients.Role OverviewWe are looking for an experienced Accounts Manager for our Kolkata office to manage and nurture client relationships, particularly with government clients,...


  • Kolkata, India Span Communications Full time

    Job Description: Accounts Manager**About Span:** Span Communications is a leading advertising and communications agency, delivering impactful campaigns for government and corporate clients.Role OverviewWe are looking for an experienced Accounts Manager for our Kolkata office to manage and nurture client relationships, particularly with government clients,...