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Strong global brand and metro location but niche senior client-experience role limits applicant pool.
Requires asset-management, RFP and client-journey domain expertise, limiting cross-industry transferability.
Explicit 10+ years, mandatory asset-management RFP expertise and leadership make screening highly selective.
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Support and evolve end-to-end client journey frameworks including mapping and identifying key client touchpoints across Client Management, Sales, and Operations.
Identify, prioritize, and coordinate execution of client experience improvement initiatives, tracking progress, outcomes and embedding changes into business-as-usual processes.
Develop and deliver client engagement metrics, dashboards, and reports; partner with technology and data teams to incorporate automation and AI solutions; support governance and leadership decision-making.
10+ years of relevant experience in RFP, client experience or related functions within asset management or financial services, ideally with global exposure.
Bachelor’s degree in finance, economics, business, or related fields; MBA in Finance preferred.
Strong skills in RFP writing, editing, proofreading, and data analysis; proficiency in Word, Excel, PowerPoint; experience with CRM platforms like Salesforce and content databases like Qvidian.
Ability to work in-office at least 3 days/week; work timings 2:00pm-10:30pm IST; strong English communication skills required.
Experienced in managing strategic client-focused initiatives, comfortable working with complex data and multiple stakeholders in matrixed, multi-time zone environments.
Demonstrated ability to lead teams and drive process improvements in asset management client servicing or consulting environments, especially within Institutional RFP and client journey contexts.
Skilled in leveraging technology including automation and AI tools to enhance client experience and operational efficiency; capable of preparing executive-level communications and reports.