Director of Client Services

Position - Associate Partner,Client Solutions

Location - Mumbai

Reporting - Founder/CEO

Key Responsibilities -

Client Acquisition & Relationship Management:

● Identify, target, and acquire new clients including family offices, UHNIs and institutional clients.

● Build enduring client relationships to enhance retention and wallet share.

● Develop customized proposals and presentations aligned with client needs and objectives.

Advisory & Solutioning:

● Assess client requirement, existing portfolios and risk profiles to recommend suitable solutions.

● Partner with internal teams to deliver seamless, integrated client experiences.

Regulatory & Compliance:

● Maintain sound understanding of SEBI FPI, RBI, FEMA and cross-border regulations.

● Ensure all client engagemen...