Manager / Senior Manager - Customer Service (Mumbai)

Emkay Global Financial Services Ltd; Maharashtra; On-site; INR 350,000 - 520,000; Full time

Job summary

Emkay Wealth is seeking a customer service professional with 2–4 years of experience in wealth management to support client onboarding, transaction processing, and coordination with AMCs and internal teams.

The role emphasizes maintaining records, MIS reporting, and delivering excellent client service to relationship managers. Strong English communication and adaptability are essential for success.

Qualifications

• Graduate or MBA with Finance specialization required.
• 2-4 years in wealth management customer service.
• Excellent English and interpersonal skills.

Responsibilities

• Processing of Client onboarding
• Processing of transaction across all investment product’s
• Coordination with AMCs and other manufacturer
• Coordination with internal departmentsMaintain records of clients, transactions
• Maintain business MIS of the Unit
• Reporting of business to MIS team
• Coordinating with clients as per requirement
• Ensure best service to clients and RMs

Skills

Interpersonal skills

Adaptability

Problem solving

Communication in English

Education

Graduate or MBA (Finance)

Job description

• Processing of transaction across all investment product’s
• Coordination with AMCs and other manufacturer
• Coordination with internal departments
• Maintain records of clients, transactions
• Maintain business MIS of the Unit
• Reporting of business to MIS team
• Coordinating with clients as per requirement
• Ensure best service to clients and RMs

Job Responsibilities

• Processing of Client onboarding
• Processing of transaction across all investment product’s
• Coordination with AMCs and other manufacturer
• Coordination with internal departmentsMaintain records of clients, transactions
• Maintain business MIS of the Unit
• Reporting of business to MIS team
• Coordinating with clients as per requirement
• Ensure best service to clients and RMs

Organizational Relationships

• Works closely with the Sales, Research and Products team of Emkay Wealth

Skills

• Excellent interpersonal skills
• Adaptable to work with various departments within organisation
• Problem solving abilities
• Excellent communication skills in English

Qualification

• Graduate or MBA with specialisation in Finance

Experience

• 2-4 years of customer service experience in Wealth Management/Financial services industry with understanding of financial products

Competencies

• Lives the company values
• Business Awareness & Market Knowledge
• Customer Centricity
• People Connect
• Result Orientation
• Networking Ability