Service Manager/ Client Experience Manager

Client Experience Partner / Manager play pivotal in ensuring exceptional service and maintaining strong client relationships. The role is responsible to ensure that every interaction a client has with the organization is exceptional, ultimately fostering client satisfaction.

Experience:

4+ yrs. In client servicing role in broking domain, catering to UHNI & Family offices clientele with good understanding on credit, leveraging & distribution prducts(products).

Team handling experience would be added advantage.

Responsibilities:

Smooth Client Onboarding Experience:

• To ensure the client onboarding process adheres to all regulatory requirements, including Anti-Money Laundering (AML) and KYC regulations.

• Verify and validate client identity, financial information, and other relevant documentation.

• To maintain and update client documentation, agreements, and contracts & ensure that all client agreements are complete and up-to-date.

Client Relationship Management:

• To build and maintain strong relationships with clients, understanding their investment goals and providing personalized support and guidance.

• To proactively engage with clients to ensure their needs are met, addressing concerns, and identifying opportunities to enhance their experience

• To analyze the client journey and areas for improvement to enhance the overall experience.

Client Queries & Issue Resolution:

'• To ensure that all client interactions and service offerings adhere to regulatory requirements and ethical standards, promoting trust and transparency.

• To uphold the integrity of the organization and instill trust among clients through transparent and ethical practices.

Self Development

• To spend time on Self-development, work on improving specific skills relevant, such as communication, conflict resolution, problem-solving, etc;

• To stay updated on industry trends and best practices.

• Establish clear personal and professional development goals and motivate oneself to achieve them.

Education Qualifications: Grad. / Post Grad. (Finance or Financial Markets preferred).