Crm Executive

Talent Corner Hr Services; Mumbai Suburban; On-site; INR 420,000 - 660,000; Full time

Job summary

MOAT WEALTH LLP, a boutique wealth management firm in Powai, Mumbai, is looking for a Customer Service Executive to bridge Sales and Operations. You will onboard new clients, verify KYC, and keep clients informed about portfolios while coordinating with Key Account Managers.

Requirements include CFP or NISM V-A certification, 1–4 years in client servicing or investment operations, and strong English communication. Proficiency in Excel and CRM is expected.

Qualifications

• CFP certification or NISM Series V-A certification.
• Experience: 1-4 years in client servicing or operations in wealth management.
• Graduate in any discipline; commerce/finance background preferred.
• Strong English communication, written and spoken.
• Proficient in MS Excel and CRM/back-office platforms.

Responsibilities

• Coordinate client onboarding from sign-up to active account.
• Maintain onboarding tracker and resolve bottlenecks.
• Provide portfolio updates and respond to queries on funds.
• Schedule meetings with Key Account Managers and capture outcomes.
• Prepare MIS on onboarding status and turnaround times.

Skills

Client servicing

Onboarding processes

Communication

Education

Graduate degree

Tools

CRM systems

MS Excel

Job description

Dear Candidate,

We have an excellent Opportunity with the growing company in Financial Sector.

Company Name : MOAT WEALTH LLP

Customer Service Executive Client Servicing & Onboarding Wealth Management

LOCATION Powai, Mumbai

5 Days Working

Job Description :

Moat Wealth Associates LLP is a boutique wealth management firm based in Powai, Mumbai. We help individuals and families build and protect their wealth across mutual funds, fixed deposits, portfolio management services and allied investment products. We deliberately stay small so that every client gets attentive, accurate and personal service and the people who deliver that service sit at the heart of our firm.

The Role ; The work our clients never see is often what they remember most. As a Customer Service Executive, you will be the link between our Sales and Operations teams and a steady, reliable voice for our clients. When a new client comes on board, you will make sure onboarding moves smoothly from the first document to the first investment. Once they are with us, you will keep them informed about their portfolios and arrange their meetings with our Key Account Managers.

Key Responsibilities :

CLIENT ONBOARDING SALESOPERATIONS COORDINATION

Act as the single point of coordination between Sales and Operations for every new client, from sign-up to an active, invested account. Collect, verify and track KYC, account-opening and investment documentation; follow up with clients and internal teams until every file is complete and accurate. Maintain a live onboarding tracker, share status updates with the team and flag bottlenecks before they turn into delays.

CLIENT SERVICING

Speak with clients regularly to share portfolio updates, statements and transaction confirmations. Respond to client queries on mutual fund, fixed deposit and PMS holdings accurately and on time; route specialised requests to the right person and close the loop with the client. Write clear, well-structured emails and client communication that reflect the standards of the firm.

RELATIONSHIP MANAGEMENT SUPPORT

Schedule and manage client meetings with Key Account Managers - calendars, confirmations, reminders and meeting preparation. Record meeting outcomes and drive the agreed follow-up actions to completion. Keep client records, interaction logs and service requests up to date in our systems.

REPORTING & FOLLOW-THROUGH Customer Service Executive

Own follow-ups end to end, so that nothing is left pending without an owner and a date.

Prepare periodic MIS on onboarding status, service requests and turnaround times for management review.

What We Are Looking For MUST HAVE :

CFP certification or NISM Series V-A (Mutual Fund Distributors) certification.

Sound working knowledge of financial products - Mutual Funds, Fixed Deposits and PMS.

Excellent spoken and written English; confident and composed on client calls, precise over email.

Graduate in any discipline; Commerce or Finance background preferred.

1-4 years of experience in client servicing, investment operations or relationship support with a wealth management firm, broking house, AMC, bank or distributor.

Good command of MS Excel, email and CRM / back-office platforms.