Customer Service Executive/Manager - Mumbai (Partner)

Wealth India Financial Services; Mumbai City; On-site; INR 420,000 - 650,000; Full time

Job summary

Wealth India Financial Services in Mumbai is seeking a client-facing professional to support front-office and back-office operations for a defined set of clients. You will handle queries and scheduling with advisors, while processing transactions and servicing documentation.

Ideal candidates will have experience in client-facing roles or operations/secretarial work, with clear communication abilities and meticulous record-keeping. Training and growth opportunities are available.

Qualifications

• Experience in client-facing roles preferred.
• Operations or executive secretary experience acceptable if communication is clear.

Responsibilities

• Handle front-office operations for a defined set of clients: be their first contact via phone, WhatsApp, email and in person; schedule meetings and reviews with the advisor.
• Handle back-office operations for the same set of clients: process mutual fund and SIF transactions, KYC and nominee or bank updates, and insurance policy servicing such as renewals and documentation.
• Keep client records accurate and confidential; track every request until it is closed; coordinate with fund houses, registrars and insurers as needed.

Skills

Client communication

Attention to detail

Ownership of requests

Learning new online tools

Job description

Role & responsibilities

• Handle front-office operations for an assigned set of clients:be their first point of contact over phone, WhatsApp, email and in person, answer their queries, and schedule meetings and reviews with the advisor.
• Handle back-office operations for the same set of clients:process mutual fund and SIF transactions (investments, redemptions, SIPs, switches), KYC and nominee or bank updates, and insurance policy servicing such as renewals and documentation.
• Keep client records accurate and confidential, track every request until it's closed, and coordinate with fund houses, registrars and insurers when needed.

Preferred candidate profile

Who we're looking for

Someone who has worked in any client-facing role. Candidates from operations roles or executive secretary roles are also welcome, as long as they communicate clearly.

Skills that will set you apart

• Clear, polite communication with clients, especially when following up for documents or giving an update they weren't expecting
• Attention to detail in paperwork and records, since you handle both the client conversation and the back-office work
• Ownership of every request until the client confirms it is closed
• Comfort learning new online tools and platforms quickly