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Wodehouse Capital Advisors , Wealth Management HNI Customer Service Manager

  • 7-15 yrs
  • Not Disclosed

Job Description

Wealth Management , HNI Customer Service Manager (Mumbai Candidates Only Apply), Client reporting & sending updated portfolio statements., Back,end support & co,ordination with AMC's, fund houses etc, Excellent knowledge all investor related compliance matters , Experience in Documentation, empanel with distributors, understanding KYC norms, compliance related matters etc., Exploring & finding new investment opportunities,ideas and presenting to the client, At least 8 years + experience in the wealth management sectorCandidates from a finance driven customer service background will be preferred for this role !Only shortlisted candidates will be contacted directly.