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17 Dovetail Capital Jobs
Client Service Manager
Dovetail Capital
posted 3+ weeks ago
Job Role Insights
Key skills for the job
Job Description
- Build and maintain strong relationship with clients, understanding their needs and delivering tailored solutions.
- Incumbent to ensure smooth customer onboarding by liaison with internal teams for the same.
- Understand regulatory guideline with reference to Foreign Investments.
- Take ownership and address client queries and resolve them in a timely and efficient manner.
- Tracking of NAV to be released to the clients. Coordinate with the Fund accountant team to ensure NAV is released as per the decided TAT.
- Liaising with the Account and Finance team for the fee calculations. Cross check the fee calculations through the NAV pack and accordingly release weekly/monthly fee calculations to the clients. Revert to client queries in case of any understanding required from the client.
- Coordinating with the Operations team to ensure Client s request such as subscriptions/redemptions are processed smoothly and within the TAT.
- Work closely with internal teams such as Sales, Product and Operations to deliver a seamless client experience.
- Liaising with administrator and distributor/referral agent for smooth onboarding.
- Tracking any fund transfer request from client. Coordinating with PCM and Custodian for the same.
- Collect prompt and accurate feedback from the clients. Interact with them and ensure that all valid client concerns are being dealt with immediately.
- Escalate unresolved queries /issues to the appropriate team.
Employment Type: Full Time, Permanent
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