- Be someone any client of the practice can rely on. Handle requests with speed, discretion and a personal touch.

- Stay in regular touch with clients through check-ins, milestone greetings and timely updates, so they hear from us before they need to call us.

- Own client requests end to end, from a smooth onboarding to prompt resolution of every query after that.

- Listen for life events and family financial needs, such as a maturity, a property sale or a child's education, and flag them to the team so the client's review addresses them.

- Help prepare yearly client reviews and events with the right data, so every meeting ends with a explicit next step.

- Process transactions and service requests across mutual funds, PMS, AIF, NPS and insurance: investments, redemptions, SIPs, switches, KYC,



bank and nominee updates, and transmission cases(as applicable). You'll have full guidance from the team while you learn.

- Coordinate with fund houses, registrars, banks and platform partners, and keep client records accurate, confidential and audit-ready.

- Share client feedback and recurring pain points, and suggest improvements as the practice grows.

- Serve clients well enough that they introduce family and friends on their own, and make those introductions feel welcome.

Pay: ₹500,000.00 - ₹600,000.00 per year

Work Location: In person

📌 Client Service Manager (Mumbai)
🏢 A u0026 B Essence
📍 Mumbai