Customer Experience Manager

A New Age, focused Asset Management and Financial Advisory Platform serves a vast diaspora of institutional and retail customers across India is hiring a Manager with expertise in Mutual Fund order processing (BSE STAR MF) and working knowledge of AIF & PMS.

Job Location :#Mumbai

CTC - Upto 20 LPA

Job Responsibilities:

Platform Mastery: Manage end-to-end Mutual Fund order processing on BSE StAR MF , ensuring 100% accuracy and timely execution.

Onboarding & Compliance: Lead the client onboarding journey by managing KYC, documentation, and rigorous compliance standards.

Advisory Support: Act as the operational right hand to Relationship Managers and Advisors, providing technical support for AIF and PMS products.

Stakeholder Synergy: Coordinate with AMCs, custodians, and internal teams to eliminate operational bottlenecks.

Client Centricity: Resolve complex service requests and transaction queries with speed and professionalism.

Reporting: Generate insightful client statements and performance reports that add value to the advisory process.

What Were Looking For:

• Experience: 5+ years in Wealth Management, Banking, or Financial Services operations.
• Technical Edge: Hands-on expertise with BSE StAR MF is non-negotiable.
• Product Knowledge: Strong foundations in Mutual Funds, with a working grasp of Alternative Investment Funds (AIF) and Portfolio Management Services (PMS).

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