We're Hiring Client Experience | Nuvama

Job Title:

Industry:

Role Overview:

Client Experience Individual Contributor

Key Responsibilities:

1. Client Relationship Management

• Serve as the primary point of contact for UHNI clients for all service-related matters.
  
• Build and nurture long-term client relationships with a focus on trust, responsiveness, and value.
  
• Ensure proactive engagement to maintain high levels of client satisfaction and loyalty.
  

2. Client Communication & Coordination

• Collaborate closely with Relationship Managers and the Dealing Team to support clients in managing their investment portfolios.
  
• Coordinate execution of trades, transactions, transfers, and other service requests in line with client instructions.
  
• Communicate effectively to explain processes, account features, and service timelines.
  

3. Issue Resolution & Service Delivery

• Identify, investigate, and resolve client issues, discrepancies, or complaints in a timely and efficient manner.
  
• Coordinate with internal departments (Operations, Risk, Tech, Compliance) to ensure quick resolution and quality service.
  
• Monitor service requests to ensure closure within defined TATs.
  

4. Client Onboarding & Documentation

• Support new client onboarding by collecting KYC documentation, verifying details, and facilitating account opening.
  
• Ensure all client data is maintained accurately and updated regularly as per compliance norms.
  
• Stay updated on regulatory requirements to ensure 100% adherence during client lifecycle events.
  

Key Skills & Qualifications:

• Graduate/Postgraduate in Finance, Commerce, or related field.
  

• Minimum 4 years

  of relevant experience in client servicing, preferably in

  Wealth Management or Broking

  domain.
• Strong understanding of

  financial markets, equity products, broking operations

  , and regulatory landscape (SEBI, KYC, FATCA, etc.).
• Excellent interpersonal and communication skills with a client-centric approach.
  
• Detail-oriented with strong problem-solving and multitasking ability.
  
• Proficiency in MS Office, CRM tools, and trading platforms.
  

Why Join Us?

• Opportunity to work closely with UHNI clients and senior stakeholders.
  
• Exposure to end-to-end client lifecycle management in a premium financial setup.
  
• Collaborative, fast-paced, and client-first work environment.

Regards,

Team HR