Customer Relationship Officer (Wealth / PMS / MF)

About the Company

A leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach. The firm specializes in equity strategies through PMS and AIF platforms, focusing on long-term wealth creation with an emphasis on discipline, transparency, and simplicity. Its investment philosophy is rooted in insightful analysis, aiming to preserve and grow clients’ wealth through consistent and well-researched strategies.

About the Role

This role involves managing client interactions across phone, email, and meetings, ensuring a smooth onboarding process including KYC, documentation, and account opening. You will coordinate with internal teams for account funding, maintain detailed client records, and address customer queries or complaints promptly. The position requires supporting the regional sales team in scaling assets under management, handling basic branch administration, and ensuring compliance with all regulations. Strong communication skills in English & Hindi, proficiency in MS Excel, and a service-oriented approach are essential for success.

Responsibilities

• Handle all levels of interaction with Customers and Partners via phone, email, and meetings and facilitate all aspects of interaction.
• Handle client onboarding activities like collecting KYC documents, Form filling, data entry and following up with the relevant stakeholders for account opening.
• Handle funding of opened accounts by coordinating with Clients and Partners with the mid office Client Relations Team based in Mumbai.
• Document or maintain records of each and every interaction with the customers for future evaluation.
• Setting up customer accounts and providing relevant information to them.
• Maintains ongoing relations, post-sale, with each customer (relationship management) within ongoing relations are included : receiving customer complaints, investigating complaints / comments; and resolving or obtaining resolution.
• Constant communication with colleagues from various departments to offer efficient customer service.
• Be a support to the Region Sales Team in scaling the AUM for the region.
• Handle branch-related admin work, bills, local vendors etc.
• Comply to all processes and regulations related to Compliance.
• Proficient in handling excel.

Qualifications

Required Skills

Preferred Skills