A large fintech, specializing in Ultra HNI Investment Services is hiring for a "Customer Experience" profile

Job Location : Mumbai (Equidistant from Lower Parel Station and Currey Road Station)

Academic Qualification and Experience:

Qualification Essential: Graduate.

Experience: 4-8 years in Wealth Management

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 teams 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 interpersonal and communication skills.
• Good knowledge of MS Excel and MS office.
• Expertise in Operations work.
• Knowledge of Wealth Products.
• 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.