Indian Wealth Management jobs - Client Service Manager -Operations

As a Client Service Manager you need to enable seamless handling of the backend and operational requirements to keep the investment process hassle free and paperless wherever possible.

The qualities expected in a service manager includes:

·         Speed in execution of transactions where you need to follow through on execution of the required actions for the investment.

·         Attention to detail as you will need to be careful about the smallest aspect of a transaction both, online and offline.

·         Outcome oriented where you need to ensure market opportunities are not just identified but also carried through as per plan.

·         Providing help and advice to customers using our organization’s products or services;

·         Communicating courteously with customers via telephone, email, letter and face to face;

·         Keeping accurate records of discussions or correspondence with customers. Sending welcome and other email from time to time on portfolio and market Updates.

·         Analyzing various statistical data like Mutual Fund Performance, Loan Details etc

·         Improving customer service procedures, policies and standards for our organization or department

·         Training staff to deliver a high standard of customer service

·         Ensuring Compliance requirement is taken care of.

·         Learning about our organization’s products or services and keeping up to date with changes;

·         Keeping ahead of developments in customer service by reading relevant journals, going to meetings and attending seminars and fund manager events.

·         International wealth management, Private Equity, Venture Capital, Fund Raising, Mutual Funds

·         Real estate advisory & lending services

·         Capital markets in India & abroad.

·         Non-banking financial corporations

·         Assisting in managing client portfolios

·         Assist in global client servicing and acquisition.

·         Generating leads and efficiently keeping in regular contact with existing and new prospect clients.

·         Developing holistic strategies to develop client relations