Client Service Manager Jobs in Ahmedabad - Indian Wealth Management
Job Description
- Speed in execution of transactions where you need to follow through on execution of the required actions for the investment.
- Attention to detail as you will need to be careful about the smallest aspect of a transaction both, online and offline.
- Outcome-oriented where you need to ensure market opportunities are not just identified but also carried through as per plan.
- Providing help and advice to customers using our organization’s products or services
- Communicating courteously with customers via telephone, email, letter and face to face
- Keeping accurate records of discussions or correspondence with customers.
- Sending welcome and other email from time to time on portfolio and market Updates.
- Analyzing various statistical data like Mutual Fund Performance, Loan Details etc
- Improving customer service procedures, policies and standards for our organization or department
- Training staff to deliver a high standard of customer service
- Ensuring Compliance requirement is taken care of.
- Learning about our organization’s products or services and keeping up to date with changes;
- Keeping ahead of developments in customer service by reading relevant journals, going to meetings and attending seminars and fund manager events.
- International wealth management, Private Equity, Venture Capital, Fund Raising, Mutual Funds
- Real estate advisory & lending services
- Capital markets in India & abroad.
- Non-banking financial corporations
- Assisting in managing client portfolios
- Assist in global client servicing and acquisition.
- Generating leads and efficiently keeping in regular contact with existing and new prospect clients.
- Developing holistic strategies to develop client relations
- Minimum qualification: Graduate
- Experience: Freshers are welcomed.
- High level of integrity and ethical conduct
- Entrepreneurial spirit
- Ability to develop relationships
- Strong determination to succeed
- Open to learning and upgrading
- Flexible, Adaptable, Open minded Approach.
- Communication skills that allow you to inform, help and advice customers clearly and to liaise effectively with other professionals in the organization;
- Listening skills, to understand exactly what customers require;
- Problem-solving skills
- Confidence, patience, politeness, tact and diplomacy, when dealing with difficult situations
- Motivational skills and an ability to supervise and lead a team of customer service assistants
- Innovative thinking, to be able to come up with new ideas to improve customer service standards
- Organizational and planning skills to develop customer services policies
- Good personal presentation, especially when working with customers face to face
- A commitment to improve your own customer service skills on an ongoing basis.
- Expertise in numbers and good math skills are very important
- Must be able to collect, evaluate and interpret data, in both statistical and narrative form
- Should be capable of preparing files and maintaining records and documentation
- Should have good written and oral communication skills
- Other skills required are related to problem solving, entering and verifying data, knowledge of computers, various software applications and standard office equipment
- Package:1.5 lacs to 4.5 lacs p.a.(including compensation and other incentives)
- Your compensation will be reviewed annually and will consist of fixed salary, discretionary compensation, and certain local allowances, where applicable.
- Compensation and Bonuses are determined by a number of factors, including the firm’s performance and individual performance.
- You will also get the opportunity to go on regular training and seminars arranged by eminent Asset Management Companies (AMC) for enhancing knowledge about the products or services dealt with in the financial markets.
- Frequent visits to Fund Manager Meets and events where prominent fund managers of the top ranking AMCs talks about the recent developments in economy and its impact in financial industry.
Job Particulars
About Company
Arhaum Enterprises(Indian Wealth Management) is a leading wealth management organization focused on bridging the gap between savings & investments, creating a long-term wealth for investors through a range of simple, diversified and relevant investment solutions. We manage significant AUM (Assets Under Management) in the wealth management segment in India. We cater wealth management services for investors who are spread across the country, along with international wealth management mandates for clients across international markets in asset classes like Mutual Funds, Debt, Corporate & Government Bonds, Equity, Commodities, Portfolio Management Services (PMS), Real Estate Advisory etc. We offer a complete financial solution that encompasses every sphere of life, from Mutual Funds, Wealth Managements, Advisory for Life Insurance, to Investment Banking & Loans. Indian Wealth Management caters to the financial needs of individuals and corporates across the globe.
At Arhaum Enterprises(Indian Wealth Management), we are driven by the passion of touching the lives and not just managing your wealth. We believe that this would happen only if we are able to disengage our clients from the arduous task of managing their wealth.
Driven by an entirely investor-centric approach, the organization today is a suitable mix of investment expertise, resource bandwidth and process orientation. The Indian Wealth Management endeavours to simplify its investor’s journey to meet their financial goals, and give a good investment experience through innovation, consistency and sustained risk adjusted performance. Management offers schemes catering to investors with varying risk – return profiles.
Indian Wealth Management (under the parent company Arhaum Enterprises) has been registered with AMFI, under registration code AMFI/111873. Currently, we are headquartered in Ahmedabad, India and the organization has a strong and dedicated network of relationships in India and works extensively with clients across the globe.
“As an investor, you can engage in the services of our investment firm offering transaction services, which comprises access to the wide range of products, research and execution services.”
