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.
- Strong analytical, problem-solving and client management skills.
• GIFT City PMS / GIFT City operations exposure will be preferred.
Candidate Profile
- Client-centric skilled with strong experience in PMS/Wealth Management servicing.
- Ability to manage senior stakeholders and high-value client relationships.
- Strong ownership of operational excellence and service delivery.
- Ability to drive cross-functional projects and process transformation initiatives.
• Comfortable working in a fast-paced wealth management environment.