Required Skills

service management client servicing wealth management structured products

Work Authorization

  • Citizen

Preferred Employment

  • Full Time

Employment Type

  • Direct Hire

education qualification

  • UG :- - Not Required

  • PG :- - Not Required

Other Information

  • No of position :- ( 1 )

  • Post :- 20th Jul 2022


Greetings form Premier Consultants !!

This is regarding opening for Client Service Manager for leading wealth management company.

Job Role

Customer Onboarding, transaction processing ,documentation ,portfolio updating ,support & Service


1. Engage with clients proactively and be their single point of contact for all service related


2. Ensure timely and accurate processing of investment transactions for all investment products i.e

MF,PMS,Structured products,Bonds,NCD etc.

3. Record and generate MIS and engage with customers and provide a back-end support to the

relationship team.

4. Handling HNI customers while maintaining high standards of service and managing escalations

Company Information