కస్టమర్ కేర్ సర్వీస్

Pacifique Investments is looking for a detail-oriented Client Service Associate to join our Operations team. You will handle the back end of every client relationship: accurate onboarding, timely transactions, clean records and fast resolution of service requests. You will work closely with our Relationship Managers, AMCs, RTAs and insurers so that our clients get the same smooth, reliable service across mutual funds, SIFs, PMS, AIFs, insurance and loan products.

KEY RESPONSIBILITIES

Client Onboarding & Documentation

• Process new client onboarding, including KYC/CKYC, FATCA, nomination, bank mandates and account opening forms

• Check documents for completeness and accuracy before submission

• Coordinate documentation for PMS, AIF and insurance proposals with the product teams and partners

Transaction Processing

• Execute and track mutual fund transactions: purchases, redemptions, switches, SIPs, STPs and SWPs

• Follow up with RTAs (CAMS, KFintech), AMCs and partner platforms until transactions are completed

• Keep a daily record of transaction status and flag delays or rejections quickly

Service Requests & Client Support

• Handle client service requests such as changes of address, bank details, nominee or contact information, and transmission cases

• Provide account statements, capital gains statements and portfolio reports when clients request them

• Answer client queries by phone, email and WhatsApp within the agreed turnaround times

• Track and support insurance policy servicing, renewals and claim documentation

Records, MIS & Compliance

• Keep client records accurate and up to date in the CRM and internal systems

• Prepare daily, weekly and monthly MIS reports on transactions, SIP books, renewals and pending requests

• Keep documentation compliant with SEBI, AMFI and IRDAI requirements

• Maintain physical and digital files securely and confidentially

Internal Coordination

• Support Relationship Managers and Unit Managers with operational needs during client acquisition and servicing

• Coordinate with other departments so that client handovers are smooth

REQUIRED QUALIFICATIONS

• Bachelor's degree in commerce, finance, business or a related field

• Strong attention to detail and accuracy

• Good written and verbal communication in English, Gujarati and Hindi

• Working knowledge of MS Excel and comfort with CRM tools and online platforms

• Ability to manage several tasks and meet deadlines

PREFERRED QUALIFICATIONS

• 0–3 years in mutual fund operations, back-office, banking operations or client servicing

• Familiarity with RTA processes (CAMS, KFintech) and the KYC framework

• NISM Series V-A (Mutual Fund Distributors) certification

• Basic understanding of insurance policy servicing

MANDATORY SKILLS

• Attention to detail

• Process orientation

• Communication skills

BENEFICIAL SKILLS

• MS Excel and reporting

• Client-first mindset

• Problem solving

• It is a Full Time బ్యాక్ ఆఫీస్ / డేటా ఎంట్రీ job for candidates with 0 - 2 years of experience.