Head of Client Services

Peergrowth India

10 years

0 Lacs

Mumbai Maharashtra India

Posted:1 month ago| Platform:

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Skills Required

service management communication portfolio compliance onboarding metrics drive automation efficiency resolve leadership mentoring development reports documentation support audit finance crm reporting

Work Mode

On-site

Job Type

Full Time

Job Description

Head of Client Service

Key Responsibilities:

Lead and manage the client servicing team of 20+ members, ensuring high performance and client satisfaction.
Oversee end-to-end service delivery for investment management clients, including HNIs, institutional investors, and corporate clients.
Build and maintain strong client relationships through consistent communication, service excellence, and proactive support.
Collaborate with portfolio managers, compliance, operations, and sales teams to ensure seamless client onboarding and lifecycle management.
Monitor service metrics, identify process improvements, and drive automation or efficiency where possible.
Handle escalations, resolve complex client queries, and ensure adherence to SLAs and regulatory standards.
Provide leadership, mentoring, and professional development for the client service team.
Prepare client review reports, manage account documentation, and support due diligence or audit processes as needed.

Requirements:

Bachelor’s or Master’s degree in Finance, Business Administration, or a related field.
Minimum 8–10 years of experience
in client service within the
banking or investment management
sector.
Proven experience in
leading and managing teams of 20 or more
.
Strong understanding of investment products, client lifecycle, regulatory frameworks, and service expectations.
Excellent interpersonal, problem-solving, and leadership skills.
Ability to manage high-value clients and ensure service excellence in a high-pressure environment.
Familiarity with CRM systems, client reporting tools, and process automation platforms.

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