• 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
Competencies
• Lives the company values
• Business Awareness & Market Knowledge
• Customer Centricity
• People Connect
• Result Orientation
• Networking Ability
📌 Manager / Senior Manager - Customer Service (Mumbai)
🏢 Emkay Global Financial Services
📍 Mumbai
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