AddressBackground of the Organisation
Established in 2014, Upwisery is a multi-disciplinary professional advisory and financial services firm. Upwisery provides bespoke solutions in Investment Banking, Private wealth, and M&A Tax & Regulatory to mid-market enterprises, family offices, and Ultra HNIs. Upwisery implies achievement with wise guidance. With this purpose, we ensure, you receive the best-in-class solutions by leveraging our diverse collective experience through our unique value proposition - NAVIGATE, ACCELERATE, ELEVATE.
Upwisery's Advisors is a fully integrated boutique Multi-Family Office specializing in providing tailor-made solutions to the discerning Ultra HNIs, Business Families, Trusts and Non for profit organizations. With over 200 years of collective experience, the founders and partners have handled over $1bn of AUA across various asset classes and investment avenues.
Over the years, we have grown from being a preferred Advisory Partner to a Full-Fledged Multi-Client Family Office. With an objective to better our offerings, we expanded our scope of services and our geographical reach, presently operating out of 4 major cities. We also take pride and pleasure in sharing that our House View is being sought regularly by leading Newspapers/ Magazines and prominent Business News channels on markets and various investment avenues. We were recently awarded as amongst "The Top 10 Wealth Advisors in India 2020" by CEO Insights Magazine.
Job Overview
We are looking at hiring talented Client Servicing and operations professional to join our team. The candidate will be responsible for managing all client related reporting and documentation (including fund houses), aggregation, processing, and maintenance.
If you have Interest and experience in financial services, investment management or brokerage related backend operations/ documentation and are excited to be part of a winning team, Fintrust Advisors is a great place to grow your career.
Responsibilities for Client Services Manager
Portfolio Reporting:
Generate and maintain detailed portfolio reports for clients, including performance summaries, asset allocations, and investment holdings.
Ensure accuracy and timeliness of all portfolio reporting deliverables.
Analyze portfolio performance metrics and provide insights to clients and senior management as needed.
Collaborate with internal teams to streamline reporting processes and improve efficiency.
Client Servicing:
Serve as a primary point of contact for clients, addressing inquiries, requests, and concerns in a prompt and professional manner.
Engage with all mapped Partners and respective clients.
Coordinate client meetings and presentations, preparing relevant materials and supporting documentation.
Coordinate with fund house or any other external party/ banks/ broking/ demat/ insurance companies for timely service query resolution.
Service delivery is inclusive of all types of investment products & related queries of the investor.
Backend Operations
Ability to Plan, organize, and prioritize assignments to ensure quality and on-time delivery of various investment transactions, internal and external account and investment documentation, and investment statements and reports.
Ability to maintain filing systems in an organization using classification systems, organizing documents, scanning and photocopying physical documents, discarding obsolete records, and retrieving documents as required.
Requires accuracy, attention to details, computer competences, and familiarity with office equipment.
Ensure effective and efficient operations and administration of all client accounts by analysing and defining standards, processes and procedures for timely execution of trades.
Ensure client database is updated and maintained for integrity.
Recommend improvements to operational methods and workflow to ensure an effective and efficient operating environment.
Client Services
Regularly interact/ meet/coordinate in person with clients for processing documents to ensure on-time execution of trades.
Ability to build, maintain healthy relationship with clients or their associates to meet everyone's needs across the board.
Ability to report/ solve any issues raised by the client or their associates within given deadlines.
Maintaining excellent relationship with the operations department of all Mutual funds, PMS, AIF and brokerages to ensure flawless investment Financial Services Knowledge - Basic Understanding/ Knowledge of Wealth Management, Financial Planning, Portfolio Management / PMS/ Mutual Funds/ AIF / Structured Products.
Software Skills - Ability to work on Word, PPT, Excel is required. Knowledge of BSE star, mf Utilities and other transaction and reporting platforms is an added advantage
Hygiene factors - Attention to details and commitment to accuracy, High level of integrity, Driven by purpose, proficient independent contributor and a team player, Ability to multi-task. Should have ability to communicate issues clearly and concisely to clients, co-workers, custodians, and vendors, as needed.
Qualifications for Client Services Manager
Graduate/post graduate with any background with a zeal to learn.
Must be proficient in English & local languages (Telgu is must).
Prior experience in financial services firm is an added advantage, but not mandatory.
Minimum 2 years of relevant work experience.
Job Location - Hyderabad
Upwisery is looking for .
Education : Any Graduate / Post Graduate
