Head - Client Servicing - Portfolio Management Services

We are having an urgent requirement for Client Servicing Head for Mumbai, with a leading Financial Services Company

Job Brief: Client Servicing Head

The job description is given below:

Job Description:

- On boarding Customers (Domestic & Off shore).

- Meetings/ calls with the Bank and Demat department and custody team,developing strong rapport with the intermediaries and imparting Regular training to the intermediary.

- Query resolution.

- Increasing monthly and yearly communications with the customers and increase in Net promoter score.

Process Improvements:

Study process time analysis (Time & Motion Study),identify & implement digitization wherever possible, identify redundant process and improve it, documenting all the processes.

- Closure of internal and external audit observations.

Desired Candidate Profile

- Graduate/post graduate with minimum 10 years of experience in Client Servicing

- Strong process improvement background and comfort with using Technology to upgrade the customer experience in terms of service

- Pleasing personality

- Superior language fluency and interpersonal skills

- Attention to detail