
Client Servicing - Wealth Management

Client Servicing - Wealth Management40
Applications
40
Applications
Mumbai
Full-Time
Mid-Level: 4 to 6 years
₹ 7L - ₹ 12L (Per Year)
Posted on Aug 24 2023
Not Accepting Applications
About the Job
Skills
processing of client requests
collection of required documentation
maintaining marketing materials
presentation mater for client meetings
collaborating with Financial advisors
communication skill
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
About the company
Moneylicious Investments and Consulting Services Private Limited is a Corporate Consulting Services Firm facilitating recruitments for Financial Services, IT, Fintechs, and Startups.
Moneylicious Investments and Consulting Services Private Limited is a Corporate Consulting Services Firm facilitating recruitments for Financial Services, IT, Fintechs, and Startups.
Industry
Consulting Services
Company Size
10 -15 Employees
Headquarter
Mumbai
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