Company

Khyati YadavSee more

addressAddressGurgaon, Haryana
CategoryFinance & Accounting

Job description

Description :


This is a full-time on-site role as a Operations & Service Manager for client located in Gurugram. The candidate will oversee the delivery of exceptional service to clients , Investments & day to day operations & ensuring that all their needs are met, and their expectations are exceeded. Day-to-day tasks will include monitoring and addressing any service issues and collaborating with crossfunctional teams to enhance the client experience.


- Experience in client service management for a financial services or investment management firm.


- Strong leadership and people management skills.


- Excellent verbal and written communication skills with the ability to interact effectively with clients, team members, and senior management.


- Demonstrated ability to manage and prioritize multiple tasks and projects within a fast-paced environment.


- High degree of integrity, ethical conduct, and professionalism


- Talking every client on fortnight basis and ensuring all service-related issues are resolved on time .


- Talking to AMC s for MF Data Feed and statements related concerns .


- Publishing Internal & external MIS & Reports .


- Processing all the Client Transactions on time and checking with AMC in case of any lag to ensure smooth processing of all client related transactions


- Following the Client Onboarding Journey Process Laid out by the management.


- Concluding all Operations & Service-related Tasks with respect to Client / AMC that comes up time to time.


- Communicating & Collaborating with cross-functional teams to enhance the client experience.

Refer code: 951195. Khyati Yadav - The previous day - 2024-03-11 07:01

Khyati Yadav

Gurgaon, Haryana

Share jobs with friends

Related jobs

Wealth Management Operations Role - Bfsi (5-6 Yrs)

VP, Wealth Management Operations, Banking and Capital Markets

GENPACT

Gurgaon, Haryana

4 months ago - seen