Client Service Manager

• Be someone any client of the practice can rely on. Handle requests with speed, discretion and a personal touch.
• Stay in regular touch with clients through check-ins, milestone greetings and timely updates, so they hear from us before they need to call us.
• Own client requests end to end, from a smooth onboarding to prompt resolution of every query after that.
• Listen for life events and family financial needs, such as a maturity, a property sale or a child's education, and flag them to the team so the client's review addresses them.
• Help prepare yearly client reviews and events with the right data, so every meeting ends with a clear next step.
• Process transactions and service requests across mutual funds, PMS, AIF, NPS and insurance: investments, redemptions, SIPs, switches, KYC, bank and nominee updates, and transmission cases(as applicable). You'll have full guidance from the team while you learn.
• Coordinate with fund houses, registrars, banks and platform partners, and keep client records accurate, confidential and audit-ready.
• Share client feedback and recurring pain points, and suggest improvements as the practice grows.
• Serve clients well enough that they introduce family and friends on their own, and make those introductions feel welcome.

Pay: ₹500,000.00 - ₹600,000.00 per year

Work Location: In person