Client Service Role - BFSI

- Build and maintain strong relationship with clients, understanding their needs and delivering tailored solutions.

- Incumbent to ensure smooth customer onboarding by liaison with internal teams for the same.

- Understand regulatory guideline with reference to Foreign Investments.

- Take ownership and address client queries and resolve them in a timely and efficient manner.

- Tracking of NAV to be released to the clients. Coordinate with the Fund accountant team to ensure NAV is released as per the decided TAT.

- Liaising with the Account and Finance team for the fee calculations. Cross check the fee calculations through the NAV pack and accordingly release weekly/monthly fee calculations to the clients. Revert to client queries in case of any understanding required from the client.

- Coordinating with the Operations team to ensure Client's request such as subscriptions/redemptions are processed smoothly and within the TAT.

- Work closely with internal teams such as Sales, Product and Operations to deliver a seamless client experience.

- Liaising with administrator and distributor/referral agent for smooth onboarding.

- Tracking any fund transfer request from client. Coordinating with PCM and Custodian for the same.

- Collect prompt and accurate feedback from the clients. Interact with them and ensure that all valid client concerns are being dealt with immediately.

- Escalate unresolved queries /issues to the appropriate team.

Requirements:

Education: MBA/Bachelor's degree in Finance or a related field

Experience: Minimum 4 - 5 years in Client Service preferably in the Financial services industry. Strong understanding of FPI regulations, guidelines and market practice is an added advantage.

- Communication Skills: Excellent Verbal and written communication skills.

- Problem Solving: Ability to analyze problems, prioritize tasks and implement effective solutions