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15/09 Neha
Talent Acquisition Manager at Bolt-Techservices

Views:4 Applications:1 Rec. Actions:Recruiter Actions:0

Manager - Client Servicing - BFS (3-5 yrs)

Mumbai Job Code: 292091

Responsibilities :

- Client servicing for FPI/FDI clients spread over different jurisdictions.

- 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.

- Liaising with administrator/broker for smooth broker 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.

Key Skills :

- Client Excellence : Demonstrates a passion for delivering quality and ensures that client needs are met, benefiting both the client and the firm.

- Strong Interpersonal, presentation skills and excellent communication both written and verbal.

- Ability to multitask.

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