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 •Positive interpersonal skills,



including ability to work effectively in a fast-paced dynamic business environment •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