Jobs

Interviews
Job Alerts
Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Co-Pilot (Chrome Extension) Your AI Assistant for Seamless Browsing Efficiency

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Jobs

Interviews

Home
>
Jobs in Mumbai
>
Skillventory
>
Customer Service Manager - PMS, AIF

Customer Service Manager - PMS, AIF

Skillventory

3 - 8 years

4 - 9 Lacs

Mumbai

Posted:1 month ago| Platform:

Apply

Skills Required

customer service Customer Support Solving Queries Customer Handling Client Satisfaction

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are seeking a client-focused, detail-oriented professional to join our client servicing team. The ideal candidate will possess strong communication skills and a sound understanding of Portfolio Management Services (PMS) and Alternative Investment Funds (AIF). This role is crucial in delivering a high-quality service experience to HNI/UHNI clients and internal stakeholders.

Key Responsibilities:

Act as the first point of contact for clients and distributors for queries related to PMS and AIF products.
Handle end-to-end onboarding of clients, documentation, KYC/CKYC verification, and coordination with custodians and RTA.
Maintain accurate client records, investment reports, capital call notices, and transaction updates.
Resolve client issues effectively by coordinating with internal teams such as operations, compliance, and fund managers.
Ensure timely reporting, portfolio statements, and MIS sharing with clients and internal teams.
Monitor service SLAs and client satisfaction metrics to improve processes and response times.
Stay updated with regulatory changes (SEBI guidelines) impacting PMS/AIF products and communicate effectively with clients.
Assist in periodic audits and compliance checks related to client servicing.

More Jobs at Skillventory

Branch Sales Manager

Ahmedabad, Vadodara

5 - 10 yrs

INR 4 - 9 Lacs

Audit Committee Management

Navi Mumbai, Mumbai (All Areas)

8 - 13 yrs

INR 15 - 25 Lacs

Senior Associate - Regulatory Reporting

Mumbai

4 - 8 yrs

INR 10 - 18 Lacs

Elite Relationship Manager

Pune

5 - 10 yrs

INR 5 - 10 Lacs

Corporate Sales -Assistant Manager

Pune, Ahmedabad, Mumbai (All Areas)

1 - 3 yrs

INR 6 - 12 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Skillventory

E-learning and Skill Development

N/A

Login to

Please Verify Your Phone or Email

Confirm Action

Search

Profile

Upskill and Grow with AI

Customer Service Manager - PMS, AIF