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

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