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Associate Vice President/Vice President - Client Servicing

Upwisery
Full-time
On-site
Hyderabad, Telangana, India

Skills & Qualifications

  • MBA or equivalent preferred, with 8-15 years of client servicing experience, ideally in financial services
  • Prior exposure to Mutual Funds, Wealth Management, and Family Office services is highly desirable
  • Strong communication, analytical, and problem-solving skills to address client concerns effectively
  • Proficiency in MS Office, CRM tools, and financial platforms like Asset Vantage, Mprofit, Investwell, and Morningstar. Knowledge of Excel, Python, or database tools is a plus
  • Empathy, patience, and a results-driven mindset for superior client engagement
  • Strong collaboration, mentoring, and organizational skills to manage multiple client interactions efficiently
  • Ability to identify growth opportunities, enhance service models, and contribute to business development
  • Immediate availability preferred

Responsibilities

  • Act as the primary contact for clients, ensuring timely responses and resolutions
  • Maintain client records in CRM systems for seamless tracking and engagement
  • Strengthen client relationships by understanding needs and offering customized solutions
  • Identify opportunities for upselling and cross-selling financial products
  • Enhance client retention and servicing strategies for improved satisfaction
  • Work with internal teams to ensure a cohesive client experience
  • Prepare reports and insights for management decision-making
  • Stay updated on industry trends and regulatory changes to provide informed client recommendations