Client Service Transformation(Asset Management)

Topnotch Recruitment Consultants; Bengaluru; Hybrid; INR 4,000,000 - 6,000,000; Full time

Job summary

Topnotch Recruitment Consultants in Bengaluru, India seeks a senior client servicing professional to define and embed a global servicing model across regions. You will design and improve processes, set KPIs, and drive CRM client service implementation with cross-functional teams. The role requires influencing senior stakeholders, coordinating governance, and delivering measurable service improvements. This is a senior, high-impact position with extensive cross-border collaboration.

Qualifications

• 12–15 years of experience in Asset Management project roles.
• 3+ years in Client Servicing within Asset Management.
• Experience defining a global servicing model.
• Experience implementing KPIs for service delivery.
• Experience with CRM Client Service modules.

Responsibilities

• Define, deliver, and embed a consistent global servicing model.
• Design processes, document current state, and implement improvements.
• Define and implement service delivery KPIs and reporting.
• Support CRM Client Service module requirements, UAT, training, adoption.
• Manage stakeholders across Client Coverage, Operations, Product, Risk/Compliance, Technology.

Skills

Stakeholder management

Process design

Governance

KPI definition

CRM implementation

Change management

Tools

MS Dynamics CRM

CRM case management

Dashboards

Job description

Role & responsibilities

• Global servicing model: Help define, deliver, and embed a consistent servicing model across regions/teams
• Process design & continuous improvement: Document current-state processes, identify gaps, and implement improved workflows (including controls, SLAs, and governance).
• KPI Framework: Define and implement service delivery KPIs, and produce regular reporting with insights and actions.
• CRM Enablement: Support implementation of a Client Service module within a CRM, including requirements gathering, user stories, UAT, training support, and adoption tracking.
• Stakeholder Management: Proactively engage senior stakeholders (Client Coverage, Operations, Product, Risk/Compliance, Technology) to influence change and remove blockers.

Preferred candidate profile

• Ideal overall experience: 12- 15 years managing similar roles or projects within Asset Management Industry.
• Minimum 3 years of work experience in Client Servicing within Asset Management.
• Demonstrable experience defining, delivering, and embedding a global servicing model and business processes.
• Experience defining and implementing KPIs to track service delivery and drive improvements.
• Hands-on experience using or implementing a CRM Client Service module (e.g., case management, workflows, dashboards).
• Experience with MS Dynamics CRM Client Service module will be an added advantage.
• Strong track record of influencing senior stakeholders and driving change.