Client Services Representative: Funds & Banking

💰 ₹18,000 - ₹28,800 (Est.) 📍 Mumbai

Job Description

Lakshachandi Group


Liaison Manager
Lakshachandi Group • Mumbai, Maharashtra • via LinkedIn
Full–time
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Job description
Job Description

Liaison with all government/semi government departments.

To carry out Plot inspection, submission of actual position of plot, land demarcation / perimeter wall / security review/ signage etc.

To Search & obtain documents at various courts/TILR/SLR/CTS/DP/BMC Records

To Prepare Documentation for Representation to BMC/UD Department/ CTS Department & various other governmental dep...
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Interactive Brokers


Client Services Representative: Funds & Banking
Interactive Brokers • Mumbai, Maharashtra • via Glassdoor
Full–time
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Job description
Company Overview

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

Job Description & Requirements:
• Resolve client inquiries via calls, chats, and e-mails for asset and cash transfers related to client support.
• Closely work with our back office to manage and resolve all securities-related queries from our clients globally, including systematic follow-up to resolve pending transfers/settlements, differences, and breaks.
• Support Operations Service in their Securities/Global Custody day-to-day transactional business in the field of Settlement (clarifications and follow-up on Settlements completion)
• Ensure query resolution till completion within agreed service levels and client satisfaction.
• Commit to a culture of continuous improvement and centered on client service.
• Deliver excellent client service while continuously challenging our process efficiency and behavior.

Qualification:
• Education: University degree (Bachelors) required
• Experience: Previous client service experience within the financial and security service industry, preferably in the area of Settlement (Securities transfers of all kinds) and/or Cash transfers / Or MBA apprenticeship with a finance profile / or three years of Inbound Client services experience in the International BPO industry for banking/ finance process.
• Passion for dealing with clients and understanding of securities and global custody products.
• Can-do mentality with proven ability to increase client satisfaction (you're a keen observer and problem solver) and with a flair for new technologies
• Strong problem-solving skills and ability to work under pressure
• Focused on client service and timely resolving of client enquiries.
• Adaptable, motivated, self-directed, and driven (always staying up to date and improving)
• Fluent in English (any other European language is a plus)
• Comfortable with rotational shifts including night shifts.

Company Benefits & Perks:
• Competitive salary package.
• Performance-based annual bonus (cash and stocks)
• Group Medical & Life Insurance.
• Modern offices with free amenities & fully stocked cafeterias
• Monthly food card & company-paid snacks.
• Hardship/shift allowance with company-provided pickup & drop facility
• Attractive employee referral bonus.
• Frequent company-sponsored team-building events and outings
• Depending upon the shifts.
• The benefits package is subject to change at the management's discretion.

#LI-HP1

💡 Quick Summary

Seeking a career-building opportunity? The Client Services Representative: Funds & Banking position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.

Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.

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Job Details

Company Name: Interactive Brokers

Frequently Asked Questions

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The expected salary for Client Services Representative: Funds & Banking in Mumbai is ₹18,000 - ₹28,800 (Est.) per month. Actual compensation may vary based on experience and negotiation.
No, Client Services Representative: Funds & Banking is an on-site position based in Mumbai. Candidates must be able to commute or relocate to this location.
Basic communication skills, a proactive attitude, and the ability to work in a team are required for Client Services Representative: Funds & Banking. Previous experience in Bank Jobs is a plus. Freshers may also apply depending on the employer's requirements.
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