Client Services Manager

The requirement is with a very reputed wealth management company based at Mumbai (Kalina). Its an operation role into client servicing, onboarding, customer query management, etc.

Requirements: Male/Female candidates having similar experience from Mumbai local market only.

CTC: Up to 20 LPA

Job Description for Service Manager

Client Service Management • Manage end-to-end client servicing processes including onboarding, account maintenance, documentation, and client queries. • Serve as the primary point of contact for service-related matters for a portfolio of high value clients. • Coordinate with relationship managers and product teams to ensure timely and accurate service delivery.

Operational Execution • Ensure all transactions and service requests are executed in compliance with internal controls and regulatory guidelines (DIFC/DFSA). • Monitor service SLAs, turnaround times, and quality metrics. • Assist in the implementation of improved workflows and service process enhancements.

Internal & External Coordination • Collaborate with compliance, operations, legal, and custodians to resolve client issues. • Support the relationship management team in preparing client reviews, reports, and portfolio documentation.

Risk and Compliance • Ensure proper KYC, AML, and regulatory checks are completed. • Keep updated on DIFC/DFSA policies and ensure operational alignment with regulatory changes.

Qualifications & Experience • Bachelor’s degree in Finance, Business Administration, or related field. • 4–7 years of experience in client servicing within wealth management, private banking, or investment advisory. • Strong understanding of financial products, client onboarding, and regulatory requirements in DIFC/DFSA. • Familiarity with CRM platforms (e.g., Salesforce, Temenos, Finacle). • Excellent communication and client-handling skills with a solution-oriented mindset. • UAE/GCC experience preferred.