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Z-2274 | Operations & Service Manager


Industry : Investment/Wealth

Sub Department : Others - Operations

Department : Operations

: Nathupur

: Gurgaon

: India

: 5 - 10 p.a (INR Lacs)

: 5 - 6 Year

Job Preference :

Location - Gurugram

4th Saturday is off

 

Job Description :

This is a full-time on-site role as a Operations & Service Manager for client located in Gurugram. The candidate will oversee the delivery of exceptional service to clients , Investments & day to day operations & ensuring that all their needs are met, and their expectations are exceeded. Day-to-day tasks will include monitoring and addressing any service issues and collaborating with crossfunctional teams to enhance the client experience.

 

  • Experience in client service management for a financial services or investment management firm.
  • Strong leadership and people management skills.
  • Excellent verbal and written communication skills with the ability to interact effectively with clients, team members, and senior management.
  • Demonstrated ability to manage and prioritize multiple tasks and projects within a fast-paced environment.
  • High degree of integrity, ethical conduct, and professionalism
  • Talking every client on fortnight basis and ensuring all service-related issues are resolved on time .
  • Talking to AMC ‘s for MF Data Feed and statements related concerns .
  • Publishing Internal & external MIS & Reports .
  • Processing all the Client Transactions on time and checking with AMC in case of any lag to ensure smooth processing of all client related transactions
  • Following the Client Onboarding Journey Process Laid out by the management.
  • Concluding all Operations & Service-related Tasks with respect to Client / AMC that comes up time to time.
  • Communicating & Collaborating with cross-functional teams to enhance the client experience.

 

Qualification :

19, 23, 47

Skills :

Bachelor's degree in Finance, Business Administration, Economics, or related field, Master's degree is a plus.


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