- 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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