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Senior Executive - Client Operations
Crown Wealth Financial Services
Bengaluru, Karnataka, India · 全职
抢先申请
- 经验
- 2-4岁
- 薪水
- INR 20,000 – INR 30,000 / month
- 职位空缺
- 1
- 发布
- 2小时前
- 工作模式
- 在办公室
- 学历
- Graduate/Postgraduate in Commerce, Finance or related discipline
- 恢复
- 需要申请
你的工作地点
职位描述
About the Role
We are seeking a meticulous Senior Executive specializing in Client Operations to join our team in Malleshwaram, Bengaluru. The ideal candidate will be responsible for managing client onboarding, verifying KYC documentation, and providing ongoing operational support to ensure smooth daily processes.
Key Responsibilities
- Handle client onboarding and maintain accurate KYC and documentation processes within set deadlines.
- Support Wealth Advisors by facilitating client servicing and executing transactions efficiently.
- Maintain and update client databases with precision.
- Collaborate seamlessly with operations, advisory, and specialist teams to guarantee smooth service delivery.
- Adhere strictly to client servicing protocols and response time expectations.
- Assist in estate planning activities and other operational client services.
- Ensure compliance with company policies and regulatory standards.
Qualifications & Skills
- Graduate or Postgraduate degree in Commerce, Finance, or related fields.
- Possession of NISM Certification is preferred.
- Minimum 2 to 4 years of experience in Client Operations, Wealth Management, or related financial services.
- Strong organizational skills paired with exceptional attention to detail.
- Excellent communication and coordination abilities.
- Client-centric attitude with a service-oriented mindset.
- Integrity, professionalism, and ability to manage competing priorities effectively.