Client Service Manager

Mumbai – 26/06/2024

Job Title

Client Service Manager

Job Location – Mumbai


About the Company

Sunkersett Investment Intermediaries LLP is based in Fort, Mumbai, we are Mutual Fund Distributors and assist clients to invest across Asset Classes.

The firm is about Sixteen plus years old and mainly has HNI clients. We offer investment products like Mutual Fund, PMS, Bonds etc.

It is a Partnership founded and led by Mr. Amar Sunkersett (Ex HSBC AVP in Equity Research – heading the Consumer Goods and Retail Sector).

Mr.Parag Mahajan who is also partner in the firm, has 20 years of experience in the financial industry, with a background that includes notable asset management companies such as Reliance, JP Morgan, Edelweiss, and Invesco.

We manage Rs.800 Cr (AUM) across 1200 Clients.

Client Service Manager

Experience: 5-7 Years

Compensation: Rs.30,000 – Rs.35,000 depending on candidate

Education: Preferable – Graduate

Industry Type: Mutual Fund

Job Description

  • Assisting Relationship Managers to service the HNI clients for administration work, queries and for investment plans.
  • Coordination between Clients, Relationship Managers & back Office.
  • Deliver high quality customer service to internal and external customers.

Desired Candidate Profile

  • Should be fluent in English
  • Should have strong written &oral communications skill
  • Should have experience in Mutual Fund Operations
  • Good at multitasking.
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