Client Service - Officer

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📍 Gandhinagar, Gujarat, IndiaFULL TIME

About this role

Job Description:

• Liaise with the Transfer Agent and Administrator for transaction processing, fund reporting, and related operational activities.
• Collaborate with Business, Transfer Agent, Administrator, IM to support new product and fund launches, including reviewing PPMs, application forms, and onboarding documents, establishing controls, and ensure smooth execution of processes.
• Facilitate client onboarding with the Transfer Agent and coordinate with investors and distributors to address queries and ensure seamless integration.
• Interact with prospective and existing distributors/investors across jurisdictions in compliance with fund passporting and placement agent as per IFSCA regulations.
• Distributor onboarding, empanelment agreements, commission structures for new distributors, adhering to laws applicable for onboarding new distributors as per their jurisdiction.
• Facilitating various requirements / reports / MIS from distributors / Internal / Regulator / Audits.
• Coordinate with fund platforms for setting up DSP funds and ensure compliance with platform-specific requirements.
• Responsible for day-to-day transaction processing and reporting in accordance with applicable IFSCA Operations policies, procedures, governing regulations.
• Understanding retrocession and commission processing, reviewing structures, computation, payouts, etc. with Transfer Agent and Distributors
• Managing distributor payouts, handling various brokerage requirements/data/reports/MIS from distributors / Internal teams
• Co-ordination with TA, distributors, internal teams for handling queries / complaints.
• Liase with Investment Managers, Directors for various approvals, Fund documentation
• Projects/initiatives on system/process changes for efficient functioning of the operational processes

Knowledge required for the role:
• Knowledge of Gift City Operations would be an added advantage.
• Domain knowledge on Gift City operations, Transfer Agency with specific focus on operational aspects of Fund platforms, retrocessions, computation, payments

Skills required for the role:
• Strong understanding of transfer agency operations, fund structures, and investor/distributor management
• Logical Thinking, Positive Attitude
• Good interpersonal skills and the ability to work with a team in a global/international environment.
• Having focused approach towards handling critical operational activities, process oriented.
• Multi-tasking & able to meet deadlines

Rationale for Hire:
• Business requirement to set-up Client Response / TA Operations in Gift City for expansion
• Addition of this resource will help to streamline the Client servicing, TA processes, focus on new  enhancements / developments, improve efficiency, introduce checks and controls, risk assessment & service enhancement.

Educational Qualifications:
• Graduate / Postgraduate or equivalent degree 

Years of Experience:
• Minimum 2-3 years’ experience

Location: GIFT City

Frequently Asked Questions

Is the salary disclosed for the Client Service - Officer position at DSP Asset Managers Pvt. Ltd.?
The salary for this Client Service - Officer role at DSP Asset Managers Pvt. Ltd. is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Client Service - Officer position at DSP Asset Managers Pvt. Ltd. located?
This Client Service - Officer role at DSP Asset Managers Pvt. Ltd. is based in Gandhinagar, Gujarat, India. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Client Service - Officer role at DSP Asset Managers Pvt. Ltd. full-time or part-time?
This is listed as a FULL TIME position. It is posted as a Client Service - Officer role in the Client Response department at DSP Asset Managers Pvt. Ltd..
Which team or department does the Client Service - Officer at DSP Asset Managers Pvt. Ltd. belong to?
This Client Service - Officer position is part of the Client Response department at DSP Asset Managers Pvt. Ltd.. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Client Service - Officer position at DSP Asset Managers Pvt. Ltd.?
Click the "Apply Now" button on this page. You will be redirected to DSP Asset Managers Pvt. Ltd.'s official application portal hosted on freshteam where you can submit your application directly.
When was the Client Service - Officer job at DSP Asset Managers Pvt. Ltd. posted?
This Client Service - Officer position at DSP Asset Managers Pvt. Ltd. was posted on May 30, 2026. Apply as soon as possible — early applications are often reviewed first.
Client Service - Officer
DSP Asset Managers Pvt. Ltd.
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