Manager / Senior Manager - Customer Service (Mumbai)

Emkay Global; Mumbai; Sur place; INR 600 000 - 900 000; Plein temps

Résumé du poste

Emkay Global is seeking a customer service professional for the Wealth Management unit in Mumbai. The role involves processing client onboarding and transactions across investment products, coordinating with AMCs and internal teams, and maintaining client records and MIS.

Ideal candidates have 2–4 years of experience in wealth management or financial services, with strong English communication skills, a graduate or MBA in Finance, and a client-centric mindset. The position is full-time in Mumbai.

Qualifications

• Must have a finance background with understanding of financial products.
• Strong communication and relationship-building abilities.
• Ability to coordinate with multiple internal departments.
• Willingness to adapt to a dynamic wealth-management environment.

Responsabilités

• Processing of Client onboarding.
• Processing of transactions across all investment products.
• Coordinate with AMCs and other manufacturers.
• Coordinate with internal departments.
• Maintain records of clients and transactions.
• Maintain business MIS of the Unit.
• Report business to MIS team.
• Coordinate with clients as required.
• Ensure best service to clients and RM(S).

Connaissances

Interpersonal skills

Cross-functional collaboration

Problem solving

English communication

Formation

Graduate or MBA in Finance

Description du poste

Full Time

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
• Lives the company values
• Business Awareness & Market Knowledge
• Customer Centricity

Job Snapshot

Job ID

1052

Department

Customer Service

Location