DM- Client Operations- BFSI (6+ years)

Location Powai
Job type: Permanent
Contact name: Nikita Gupta

Contact email:
Job ref: 34421
Published: about 1 month ago
Startdate: 11/05/2021

DM- Client Operations- BFSI (6+ years)

An opportunity to be a part of esteemed organisation where you will be working with leaders of the firm and use your excellence of fund management and client servicing for organisational growth.

Location: Mumbai

Your Employer: A global leader with a strong foothold in Risk management, Insurance brokerage and Investment advisory.
Core Responsibilities

  • Responsible for the set-up of all new share classes in a timely manner.
  • Reviewing and processing for prompt payment of up to 100+ invoices a quarter.
  • Assisting the team in co-ordinating and inputting all relevant data so that monthly/quarterly/ad-hoc reports are distributed in a timely manner.
  • Leading the process of notifying the shareholders with assistance and oversight from their Dublin colleagues.
  • Inputting of client data on the relevant business systems such as Charles River and Eagle.
  • Work in partnership with internal and external teams
  • Ensuring all issues are communicated and escalated appropriately to the Client Operations Manager.


  • Minimum 6-7 years’ experience in dealing with fund Investment Managers/Custodians/Administrators.
  • Prior experience in a client operational / fee role preferable but not essential.
  • Technical knowledge of fund structures, parties to the fund and the differing fund types.
  • Understanding of operational and reputational risks involved in a fund and new client launch, and the operational control environment required to manage such risks.
  • Excellent communication & IT skills

What’s In it for you?

  • An opportunity to define, lead and coordinate the operations of the company
  • Liaise extensively with stakeholders
  • An opportunity to work with a blue–chip firm in a high visibility role

Reach Us: If you think this role is aligned with your career, kindly write me an email along with your updated CV on for a confidential discussion on the role.

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