Client Relations Role - Financial Services Firm

Global Client Relations Role

Job Purpose :

As a rapidly growing firm, our client is seeking ambitious and energetic professionals who are looking for a career in investment finance and exposure to the Global financial markets.

This position will be exposed to various areas, including Business Development, Digital Marketing, Technical Research, and Financial Market Analysis.

Specific activities include:

- Leading existing teams and managing Sales and Client Support functions.

- Managing client relationships and ensuring impeccable customer service.

- Interacting with potential and existing high-potential clients globally.

- Headcount planning, hiring, training, grooming, mentoring, and managing the performance of the reporting team.

- Staying updated on financial services industry developments and global economic events.

- Contributing to the development of research reports and publications for global clients.

Primary KRAs:

- Driving Customer Satisfaction through continuous improvement of service levels and client experience.

- Leading and managing teams, headcount planning, hiring, and creating a high-performing and collaborative work environment.

Key Responsibilities:

Client Support Management:

- Lead the daily client support function through excellent written and verbal communication, ensuring an exceptional client experience.

Team Leadership:

- Manage a team of experienced professionals (PGs/MBAs with 3+ years of experience), providing guidance, mentoring, and fostering a collaborative work environment.

Client Expansion and Operations:

- Expand our clientele, support existing clients, and oversee internal operations to drive sustainable business growth.

Continuous Improvement:

- Drive continuous improvement in service levels and client experience, actively participating in the development of Sales, Digital Marketing, and Market Research functions.

Front-End Leadership:

- Lead the front end of the business, focusing on effective client communication to build lasting relationships with global clients.

Training and Career Development:

- Provide thorough training and a progressive career path for successful candidates.

Qualification and Skills Required:

- CA, MBA Finance, MA Economics, M.Com

- Overall 5-7 years of experience in Global Client Support or Operations within the Financial services industry. (Note: This is not a BPO job role).

- Passionate about building a career in investment finance

- Strong team player with leadership experience, analytical mindset, and a keen interest in learning new financial products.

- Proficient at multi-tasking and managing multiple functions simultaneously.

- Excellent command of English, multitasking abilities, and the capacity to work under pressure.

- This challenging position is ideal for candidates who can learn quickly and thrive in a dynamic environment.