PMS - Service Relationship Manager

4 days ago

Mumbai, Maharashtra, India Stallion Asset Full time ₹ 8,00,000 - ₹ 12,00,000 per year

Role & responsibilities

1. Client Relationship Management

  • Act as the primary point of contact for clients for account opening, PMS operations, and service-related queries.
  • Build and maintain strong client relationships by understanding their needs and providing customized solutions.
  • Address and resolve client queries and issues promptly and professionally.

2. Account Opening & Maintenance

  • Oversee the complete account opening process (documentation, compliance checks, system entries).
  • Ensure accounts are set up in line with SEBI PMS regulations and company policies.
  • Regularly update client accounts for changes in information or investment preferences.

3. Operational Efficiency

  • Coordinate across investment, compliance, and operations teams for smooth PMS execution.
  • Conduct internal checks and audits to improve account opening and servicing processes.
  • Maintain accurate records of client interactions, documentation, and transactions.

4. Reporting & Analysis

  • Prepare reports on account status, operational metrics, and client servicing performance for management.
  • Track client feedback and operational KPIs to implement continuous improvements.

Preferred candidate profile

  • Experience: 3-6 years in client servicing/operations within PMS, AIF, Mutual Funds, or Broking industry.
  • Education: Graduate/Postgraduate in Finance, Business Administration, or related field.
  • Knowledge: Strong understanding of PMS operations, onboarding, compliance, and KYC/AML processes.

Skills

  • Excellent communication & interpersonal skills.
  • Proficiency in MS Office, CRM systems, and digital onboarding tools.
  • Strong organizational and problem-solving abilities.
  • Ability to handle multiple tasks in a high-pressure environment.
  • Mindset: Client-first approach, detail-oriented, proactive, and team player.

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