- Provide day-to-day operational support to Relationship Managers in managing client portfolios and servicing client requirements.
- Assist RMs with processing client transactions, tracking transaction status, and ensuring timely completion.
- Coordinate with Mutual Fund AMCs, banks, and other external partners to resolve transaction and client-related queries.
- Prepare and circulate daily, weekly, and monthly MIS reports for Relationship Managers and internal stakeholders.
- Support month-end and year-end financial reporting and reconciliation activities.
- Assist in preparing taxation-related reports, statements, and client data as required.
- Maintain accurate records of client transactions, requests, documentation, and follow-ups.
- Liaise with internal teams, external vendors, AMC representatives, and banking partners to resolve operational issues efficiently.
- Support RMs in ensuring a smooth and timely client onboarding and servicing experience.




- Identify operational gaps and proactively follow up to ensure timely closure of client requests.
- Maintain high standards of data accuracy, confidentiality, compliance, and process adherence.
- Handle other administrative and operational responsibilities as assigned.

Requirements

- Strong client service and communication skills.
- Valuable understanding of financial services, mutual funds, investments, or fintech operations.
- Strong attention to detail and accuracy in handling financial transactions and reports.
- Positive Excel/MIS and data management skills.
- Ability to coordinate effectively with multiple internal and external stakeholders.
- Solid follow-up, problem-solving, and organizational skills.
- Ability to work in a fast-paced, technology-driven environment.
- Customer-centric approach with a strong sense of ownership and accountability.

📌 Client Service & Support Director (Hyderabad)
🏢 Corporate Stalwarts
📍 Hyderabad