Client Service - Officer

About the role

Facilitate client onboarding with the Transfer Agent and coordinate with investors and distributors to address queries and ensure seamless integration. Interact with prospective and existing distributors/investors across jurisdictions in compliance with fund passporting and placement agent as per IFSCA regulations.

What you'll do

• Liaise with the Transfer Agent and Administrator for transaction processing, fund reporting, and related operational activities
• Collaborate with Business, Transfer Agent, Administrator, IM to support new product and fund launches, including reviewing PPMs, application forms
• Facilitate client onboarding with the Transfer Agent and coordinate with investors and distributors to address queries and ensure seamless integration
• Interact with prospective and existing distributors/investors across jurisdictions in compliance with fund passporting and placement agent as per IFSCA regulations
• Facilitating various requirements / reports / MIS from distributors / Internal / Regulator / Audits

What you need

• 2–3 yrs of experience
• Customer service
• MIS reporting
• Channel sales
• Any graduate