Manager / Senior Manager - Customer Service (Mumbai)

Emkay; Mumbai; On-site; INR 400,000 - 700,000; Full time

Job summary

Emkay Wealth is seeking a proactive professional to handle client onboarding and service delivery in a wealth management environment. The role involves processing onboarding, transactions across investment products, coordinating with AMCs and various internal teams, and ensuring high-quality client service in collaboration with relationship managers.

The ideal candidate has 2–4 years in customer service within wealth management or financial services and a finance-focused degree (Graduate/MBA).

Qualifications

• Graduate or MBA with finance specialization.
• 2–4 years of customer service experience in Wealth Management.
• Understanding of financial products.

Responsibilities

• Process client onboarding.
• Process transactions across all investment products.
• Coordinate with AMCs and other product manufacturers.
• Coordinate with internal departments.
• Maintain client and transaction records.
• Maintain MIS for the unit.
• Report business activity to the MIS team.
• Coordinate with clients as required.
• Ensure best-in-class service to clients and RMs.

Skills

Excellent interpersonal skills

Adaptable to work with variousdepart m

Problem solving abilities

Excellent communication skills in ENgl

Education

Graduate or MBA with specialisation in Finance

Job description

Job Responsibilities

• Processing of Client onboarding
• 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

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

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.