Client Service Manager Job

Client Service Manager

Faridabad

Start date
Starts Immediately
CTC (ANNUAL)
₹ 2,50,000 - 5,00,000 ₹ 2,50,000 - 5,00,000 /year
Experience
1-4 years
1-4 years experience
Apply By
13 Dec' 24
Posted just now
Job

About the job

Key responsibilities:

1. Handle operational management: Oversee daily operations for mutual fund transactions, ensuring accurate and timely execution of trades, settlements, reconciliations, and reporting.
2. Work on transaction processing: Manage processes related to subscriptions, redemptions, and fund transfers. Ensure the smooth and timely execution of all client transactions in line with regulatory and operational standards.
3. Oversee compliance & regulatory adherence: Ensure all operational processes adhere to local and international regulatory standards.
4. Work on data and systems management: Maintain accurate records and data management systems, ensuring the timely update and integrity of client and transaction data.
5. Work on process improvement: Continuously evaluate operational workflows and identify opportunities for process improvements and automation to enhance efficiency and accuracy.
6. Work on risk management: Identify operational risks and implement strategies to mitigate them. Conduct regular audits of processes and controls to ensure compliance and minimize risk.
7. Handle reporting: Prepare regular reports on operational performance, identifying key metrics, operational issues, and areas for improvement. Present findings to senior management as required.

MANDATORY REQUIREMENT: ONLY CANDIDATES WITH A BACKGROUND IN MUTUAL FUNDS AND FINANCE SHOULD APPLY. APPLICATIONS FROM CANDIDATES HAVING UNRELATED BACKGROUNDS WILL BE STRICTLY REJECTED.

Skill(s) required

English Proficiency (Spoken) English Proficiency (Written) MS-Excel MS-PowerPoint
Earn certifications in these skills

Who can apply

1. Candidates with minimum 1 years of experience.

Other requirements

Qualification:

1. Education: Bachelor’s degree in finance, business administration, economics, or a related field.

2. Experience: Minimum 1 year of experience in financial services, with at least 1 year in mutual funds operations or a related role. Prior experience managing teams is an asset.

3. Technical skills: Proficiency in financial software and systems relevant to mutual funds. Strong knowledge of MS Excel, with familiarity with data management tools and operational software.

4. Regulatory knowledge: Strong understanding of mutual fund regulations and knowledge of anti-money laundering (AML) and 'Know Your Customer' (KYC) standards.

Salary

Annual CTC: ₹ 2,50,000 - 5,00,000 /year

Number of openings

2

About Greenmint Finserve

At Greenmint Finserve, we are dedicated to providing exceptional financial solutions to our clients while fostering a culture of innovation, teamwork, and professional growth. Joining our team means contributing to a dynamic and rewarding environment where your skills and expertise will make a meaningful impact.
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