Client Servicing in the PMS Department .
Addressing PMS/AIF client queries, data requirements, or any other ad-hoc requirements •Interacting with PMS/AIF clients & distributors to solve their queries and requirement. •Working on onboarding recent clients and distributors. Ensure all the documentation and processes are in place. ••Being well verse with Client servicing activities like documentation, transmission, redemption, new purchase, etc. •Interacting with auditors, compliance, legal and marketing team to ensure smooth functioning of various activities.
. •Providing daily / monthly / quarterly / annual reports to clients / distributors.
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📌 Client Relationship Manager - PMS operations (Mumbai)
🏢 Avani Consulting
📍 Mumbai