A new age, focused Wealth and Asset Management Platform serving a vast diaspora of institutional and retail customers is hiring for Client Servicing Profile

Office Location - 2 mins walking from Lower Parel Station and Currey Road Station

Academic Qualification and Experience:

• Preferred: Graduate (Preferred in specialization with Finance)
• Experience of minimum 2 to 5 years in Wealth Management

The position holder shall be responsible for:

• 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.

Knowledge, Competency and Skills requirement:

·      Strong analytical and quantitative skills and the ability to create/gather/analyse data

• Client Servicing and interactions
• Teamwork & Collaboration
• Good written and verbal communication skills