Client Services Manager

the premier consultants ( recruitment company )

4-6 Years

Not Disclosed

Mumbai, India

Early Applicant

Posted 3 months ago
Be among the first 20 applicants

Job Description

We're Hiring: Client Service Manager – Foreign Portfolio Investors (FPI) for one of the leading Asset Servicing Firm, 5days working (work from office) |Mumbai

Are you passionate about client success and experienced in financial services We're looking for a dynamic Client Service Manager to join our team and take ownership of delivering world-class service to our top institutional clients.

In this role, you'll act as a trusted partner to Foreign Portfolio Investors (FPIs) — ensuring smooth onboarding, seamless daily operations, and exceptional client experiences every step of the way.

What You'll Do

Build and maintain strong, long-term client relationships.
Ensure smooth client onboarding by coordinating with internal and external stakeholders.
Understand and apply FPI regulations and investment guidelines.
Take ownership of client queries — resolving them quickly and effectively.
Track and coordinate NAV releases with the Fund Accounting team within agreed timelines.
Collaborate with Finance to verify fee calculations and release statements to clients.
Work closely with Operations to manage subscriptions, redemptions, and transfers efficiently.
Partner with Sales, Product, and Operations teams to deliver a seamless client experience.
Liaise with custodians, administrators, and distributor/referral agents for ongoing requirements.
Gather client feedback, ensuring all concerns are addressed promptly.

What We're Looking For

Education: MBA in Finance, Business, or a related field.
Experience: 4–5 years in Client Servicing within Financial Services — experience with FPI operations is a plus.
Strong understanding of financial products, regulatory guidelines, and market practices.
Excellent communication, relationship management, and problem-solving skills.
Proficiency with client management software and financial tools preferred.

Why Join Us:

Collaborative & inclusive culture

Competitive pay & benefits

Learning and growth opportunities

Ready to grow your career with usApply now : [Confidential Information]

#Hiring #ClientServiceManager #FinancialServices #FPI #InvestmentManagement #ClientRelations #FinanceJobs #AssetManagement #Operations #ClientSuccess #CareerOpportunity #JoinOurTeam #FundMangement #offshoreclients #onshoreclients #Capital Market