We are looking for an experienced professional to lead PMS Client Servicing operations and drive service excellence, process improvement and strategic initiatives. The role will involve managing high-value clients, distributors and internal stakeholders while ensuring seamless end-to-end client servicing.
Key Responsibilities
- Lead end-to-end PMS client servicing operations including account opening, client queries, transaction requests, reporting and grievance handling.
• Manage servicing requirements for high-value clients and distributors and ensure timely resolution of escalations.
• Coordinate with Sales, Investments, Operations, Compliance, Technology and senior management for seamless service delivery.
• Drive process improvement, automation and digital transformation initiatives to improve TAT and operational efficiency.
• Monitor client feedback, service metrics and identify opportunities for continuous improvement.
• Ensure adherence to applicable regulatory requirements, internal policies and service governance standards.
• Lead and manage client servicing projects and cross-functional initiatives.
• Support onboarding and servicing requirements for GIFT City PMS clients, wherever applicable.
Key Skills & Requirements
- 8–12+ years of experience in PMS Client Servicing, Wealth Management Operations or Private Banking Operations.
• Strong understanding of PMS products, client servicing processes and regulatory requirements.
• Experience handling HNI/UHNI clients, distributors and complex client escalations.
• Strong stakeholder management and communication skills.
• Experience in process improvement, project management and service automation.
• Hands-on experience with Wealth Spectrum, WealthServe, CRM and digital servicing platforms.
• Robust analytical, problem-solving and client management skills.
• GIFT City