We are seeking a PMS/AIF Client Servicing Associate to manage operational activities and deliver exceptional client service for our Portfolio Management Services and Alternative
Investment Funds.
Location: Mumbai, Maharashtra
Experience: 5-6 years
Employment Type: Full-time
Key Responsibilities
Process fund transactions including subscriptions, redemptions, switches, and transfers
Operate and manage daily transactions through Wealth Spectrum system
Ensure all client documentation is accurate, complete, and compliant with SEBI regulations
Maintain KYC records and statutory documents
Respond to client queries and deliver timely solutions
Proactively identify customer needs and maintain positive client relationships
Generate operational reports and assist in regulatory filings
Recommend process improvements for operational efficiency
Coordinate with custodians, fund accountants, and internal teams
Remain agile to take up additional activities and new projects as required
Required Qualifications
Experience & Knowledge
5-6 years in financial services,
Experience working with Wealth Spectrum system
Understanding of SEBI regulations for PMS and AIF
Skills & Competencies
Strong analytical and problem-solving abilities
Excellent communication skills with active listening and clear articulation
MS Excel and MS Office proficiency
High attention to detail and accuracy
Customer-centric approach with strong service orientation
Ability to multitask and work under pressure
Education
Bachelor's degree in Commerce, Finance, or related field
NISM certifications preferred
What We Offer
Only Day Shifts
5 working days in a week
Competitive compensation package
Performance-based incentives
Health insurance coverage
Career development opportunities
Growth opportunities in asset management
Who can apply
Open for applicants with excellent Communication skills both verbal & written from industries related to - BPO / KPO / Back