Add office photos
All Filters
10 Dovetail Capital Jobs
Client Service Manager
Dovetail Capital
posted 4mon ago
Job Role Insights
Flexible timing
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
Read full job description What people at Dovetail Capital are saying
What Dovetail Capital employees are saying about work life
based on 2 employees
Flexible timing
Monday to Friday
International travel
Day Shift
Dovetail Capital Benefits
View more benefits
Compare Dovetail Capital with
Edelweiss
Compare
Bajaj Finserv
Compare
Reliance Capital
Compare
Aditya Birla Capital
Compare
L&T Finance
Compare
HDFC Bank
Compare
Kotak Mahindra Bank
Compare
ICICI Bank
Compare
Axis Bank
Compare
Sammaan Capital Limited
Compare
TCS
Compare
Accenture
Compare
Wipro
Compare
Cognizant
Compare
Capgemini
Compare
Infosys
Compare
HCLTech
Compare
Tech Mahindra
Compare
Genpact
Compare
Teleperformance
Compare
Similar Jobs for you
Share an Interview