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05/08 Recruitment Team
Consultant at Greenhill Consulting LLP

Views:3 Applications:8 Rec. Actions:Recruiter Actions:0

Manager - Client Servicing - Family Office (5-10 yrs)

Mumbai Job Code: 227277

Assistant Manager / Manager - Client Servicing (Family office)

Location Mumbai (Work from office)

Educational Qualification : Graduation / Post Graduation

Role in brief :

The Service Relationship Manager (SRM) would be the first point of contact for any customer. Right from on-boarding to managing the client transactions, is to be taken care by the Service Manager.

Key Responsibility :
- Manage client on boarding for Wealth and Broking clients

- Processing of transactions for clients - financial and non-financial

- Basic & working knowledge of financial products example Mutual funds/PMS/Structured products etc

- Co-ordinate with internal & external stakeholders to manage customer

Requirements :

Resolve customer queries with timelines

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