Job Responsibilities

- 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

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Manager / Senior Manager - Customer Service (Mumbai)
🏢 Emkay
📍 Mumbai