Job
Description
We seek motivated individuals that are seasoned in their craft and have a strong background in financial product sales and proven leadership skills. The ideal candidate brings extensive experience in PMS/AIF sales, a deep understanding of financial markets, and a track record of successfully leading high-performing teams. Strong interpersonal skills, strategic thinking, and the ability to drive results in a competitive landscape are essential. Facilitating the end-to-end client on-boarding process for Portfolio Management Services (PMS) and AIF products, ensuring that all necessary documentation, regulatory requirements, and compliance checks are met. This includes gathering KYC information, validating client details, and processing applications to provide a smooth onboarding experience. Working closely with branch offices and Sales Relationship Managers to streamline processes and provide necessary support for client servicing. This includes addressing queries, managing documentation, and assisting RMs in addressing client needs effectively to improve customer satisfaction and facilitate smooth transactions. Implementing and managing digital on-boarding tools and platforms to make the process faster, more efficient, and user-friendly for clients. This includes ensuring the digital interface meets regulatory standards, training teams on digital tools, and troubleshooting any technical issues that clients or sales teams may face. Addressing and resolving client inquiries regarding their portfolios, transactions, account details, and general investment information. This requires excellent customer service skills, knowledge of the products offered, and the ability to communicate complex information in a clear and concise manner. Providing support to distributors by addressing their inquiries related to product features, commission structures, compliance requirements, and transaction processes. Managing MIS tasks, including data entry, report generation, and data analysis. Ensuring clients records are up-to-date by regularly conducting re-KYC . Liaising with the Registrar and Transfer Agent (RTA) to facilitate client transactions, folio maintenance, and record updates. Providing essential support for all back-office operations, including transaction processing, documentation, data entry, and administrative tasks.
