Client Success Manager

The Corporate : A new age, focused Asset Management and Wealth Management Platform that aims at providing clients with transparent, cost-efficient, and unbiased solutions with 650 plus employees and 12500 cr of AUM

Job Location : Mumbai (Corporate Office)

Experience of 5 years and above : :

Hands-on experience with BSE STAR MF platform.

Processing of transactions like MF, AIF, PMS, Bonds.

Strong analytical and quantitative skills and the ability to create / gather / analyze data.

Client Servicing and interactions.

Job Description

Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date.

Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs.

Onboard new client accounts, which includes the collection of required documentation and client information.

Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars.

Prepare financial reports, spreadsheets, and other materials for client meetings.

Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors.

Proactively participate in firm initiatives directed by local management.

Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness.

Input orders on behalf of Financial Advisor.

Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance.

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