Position title: Chief Manager – Client Service

Location : Corporate Office, Lower Parel, Mumbai

Department: PMS Client Service

Grade: Chief Manager

Organizational relationships Reports to : Principal Officer – PMS

Purpose of the Job: Ensure all clients investing with PMS have a seamless experience in investor onboarding & service within all regulatory frameworks.

Key Responsibilities:

•Investor Onboarding – KYC documents

•Relevant experience in AML screening and reporting

•Distributor relationship management

•Handle all customer & Distributor queries and escalations.

•Salesforce management

•Engage with multiple internal departments to resolve issues within specified TAT

•Ensuring that all queries are resolved within pre-defined TAT

•Decent Excel skills Behavioral Competencies:

•Strong analytical and problem-solving skills

•Excellent Communication skills

•Good interpersonal skills,



including ability to work effectively in a rapid-paced dynamic business workplace

•High on energy, assertive and to be able to deal with multiple stakeholders Role Specific Competencies:

•Should have excellent communication and presentation skills (verbal & written)

•A Minimum of 8 years of experience in CS of fund management business

•Preference will be Alternate Products (Gift city / PMS/ AIF).

•Sound knowledge on all regulatory guidelines, rules . circulars etc

•Knowledge on all AML / KYC processes

•Mutual Fund candidate with PMS operation experience can also be considered. Formal Qualifications / Prior Work Exp:

•Graduate with 8-9 years of relevant work experience in similar role within BFSI

•Experience of handling escalations of UHNI/HNI investors in BFSI at least for 2-3 years will be preferred

📌 Chief Manager (Mumbai)
🏢 Nippon India Mutual Fund
📍 Mumbai