Job ID : JO00388

Client Servicing

  • Mumbai
  • 1 month ago

Job Description

Requirements:
• 3-6 years of working experience in Wealth firm/AMC/Bank
• Graduation / Post Graduation
• Should have experience in managing client on boarding for Wealth and Broking clients.
• Basic & working knowledge of financial products example Mutual funds/PMS/Structured products etc.
Responsibilities:
•Manage client on boarding for Wealth and Broking clients
• Processing of transactions for clients - financial and non-financial
•Basic & working knowledge of financial products example Mutual funds/PMS/Structured products etc
• Co-ordinate with internal & external stakeholders to manage customer requirements
• Resolve customer queries with timelines


Job Requirement


Additional Information

Job Type : Full Time
Experience : 3 - 6 years
Location : Mumbai, India
Qualification : + Any

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