Client Service Operations

Client Service Operations

Job Category: Manager

Job Description:

  • Processing online and Offline financial transactions for MF.
  • Processing offline all Nonfinancial Transactions for all products.
  • Filing/ maintaining the records of all Transactions.
  • Data & record-keeping and AUM reconciliations.
  • Account opening, documentation, and management of service-related matters on all financial products like PMS, MF, NCD, FDs, and Bonds.
  • Coordination from AMCs and other service providers & vendors.
  • Software and Data uploads.
  • Sending portfolios and updates to clients on a periodic basis.
  • Client interactions on all service-related matters.

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