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Mumbai, MH
Job Code:
  • Banking & Finance
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Job Details

First point of contact for general queries directed to client services by phone, email or online case managementOwnership and management of client enquiry and issue resolution processes for specific case types using salesforceAllocation of clients from the EMEA regionThe ownership of one-time bespoke analysis for clients and Coverage colleaguesThe setting up of regular analysis, in advance of being passed to Service DeliverySupporting Client Coverage teams across EMEA to increase efficiency and enhance the client experience via best practiceThe role will provide the opportunity toDevelop and leverage process management skills and analytical capabilitiesBuild an understanding of real estate performance measurementEngage in direct contact with real estate investment professionals around the worldThis position sits within a newly created and strategically important real estate Client Service team based in the Mumbai officeThe successful candidate will work closely with Service Delivery, Client Consultants, Sales and their Client Service colleagues across EMEAAchieve an appropriate understanding of MSCI Real Estate products, indexes, methodologies, techniques and client use-casesStay updated with announcements as well as new product launches and enhancementsBecome proficient and accredited at resolving MSCI Real Estate client questions and issues for specific case typesTake ownership of specific client questions across MSCI Real Estate EMEA markets, products and servicesLiaise with other MSCI departments to ensure all clients requests/inquiries are managed appropriatelyWork with Client Service colleagues across EMEA toPrepare Client Service ReviewsPrepare Portfolio Analysis Service and Index launch presentation materialsMaintain accurate records in Salesforce of client contact details and conversations; including cases, and emailsProduce client service metricsLiaise with service delivery teams to optimize client experienceWork on projects associated with product testing and liaise with cross-functional teams across regionsDesired experience and qualificationsAt least three years of work experience in financial services Operations / Client Service function (preferred)Bachelor s degree in any discipline (required)Working knowledge of MS Excel (required)Excellent written and oral communication skills in English (required)Must be attentive to detail with a willingness to learn and grow per the business goalsConfident and motivated to work in a global environmentMust have an appreciation for diverse cultural norms and stylesStrong problem solving skillsPrior knowledge of IPD products and experience of a client facing role (preferred)
Degree: M.Com. (Commerce) | M.Pharm. (Pharmacy) | M.Sc. (Science) | MA (Arts) | MBA/ PGDM | MCA/ PGDCA

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 3-8


Banking -General | Personal/ Retail Banking | Portfolio/Fund Mgmt
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