• Citizen

• Full Time

• Direct Hire

• UG :- - Not Required

• PG :- - Not Required

• 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

delivery

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

requirements.

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