Job Description

Job Title/Designation : Asst Manager - Customer Service and Operations Job Location : GIFT City, Ahmedabad :Roles and Responsibilities :- Handling end to end Onboarding, Customer Service and Operation\'s activities involving but not limited to following activities:- Undertake end-to-end documentation for individuals, non-resident and institutional clients.- Scrutinize, fill and dispatch account opening forms to the central team for processing.- Act as a bridge between the central Customer Service and Operations, Offshore team and the Business development team.- Ensure timely resolution of queries & requirements raised by respective clients/RMs/distributors/Offshore team- Coordinate with concerned departments for critical & complex requirements & escalations.- Liaise with the stake holders for discrepancy resolution and faster TAT for account opening.- Effectively use the CRM systems to track the status of transactions and ensure timely funding and activation of accounts.- Effectively use Wealth Spectrum for client accounting- Ensuring MIS around all clients onboarded.- Ensure all requests, queries and complaints are routed through CRM.- Utilize system to generate reports as requested and share with the channel partners/investors within the defined TAT.- Constantly strive to improve the processes and share feedback on a real time basis.- Ability to multi-task and manage high volumes during the day.- Maintain uniformity in service delivery standards.- Liaison with clients to Login on the Website as & when required.- Ensure the written down processes are followed without any deviation.- Maintain MIS for pending documents & waivers granted & ensure timely follow up & closure- Assisting and co-ordination with Internal and Statutory Auditors for audit process and resolving their queries- Any other work given by the Central team.Candidate Details :Qualification & Experience :- Any Graduate - Minimum 3-5 Years of Relevant experience in PMS/AMC set up.- Possess & ensure thorough knowledge of critical documentations for all PMS product, latest developments & regulatory requirements- BFSI space who have worked in a similar Portfolio Management setup- System orientation and process improvement- CTC on offer : Best in the industry About Client :Our client is a leading financial services group which handles wealth and investment management, asset management, private equity, wealth advisory and other related businesses.Contact No. : 91 - 9702374798 (ref:updazz.com)

updazz .com