Customer Service Specialist

As a Service Executive, your role involves supporting Relationship Managers (RMs) and their clients to ensure smooth handling of all service-related queries. This includes quick issue resolution, strong coordination, and enhancing overall client experience. You will be responsible for handling and resolving all service requests such as KYC updates, account opening, nominee changes, transaction status, corrections, etc. Additionally, you will coordinate with internal RMs, operations team, CRM, transaction platforms, AMCs, and registrars to ensure timely closure of client issues. Tracking and monitoring all service requests to ensure TAT compliance is also a key part of your role. Furthermore, you will support the client acquisition team with onboarding documentation, process guidelines, and status updates. Maintaining accurate logs and documentation for all service tasks, as well as identifying service gaps and suggesting process improvements for better efficiency, are crucial responsibilities. Qualifications/Skill Sets Required: - Graduate - At least 2 to 4 years of experience in Wealth Management/ Mutual Fund operations, or client service roles with MFDs. - Good understanding of MF operations and investment processes. - Strong communication and coordination skills. - Proficiency in MS Office; familiarity with RTA portals (CAMS/Karvy) preferred. - Detail-oriented, organized, and customer-centric with strong follow-up ability.,