Corporate Client Services (Process & Partner Management)

Company Overview

HDFC Asset Management Company (AMC) is one of India’s most trusted asset management firms, focusing on delivering superior services to its partners and investors. The company emphasizes consistent execution, operational discipline, and a commitment to excellence in managing mutual fund distribution.

Job Summary

The Corporate Client Services function is central to HDFC AMC's partner ecosystem, facilitating seamless engagement with distributors, corporate partners, fintech platforms, and intermediaries. The role involves overseeing partner onboarding, process management, and ensuring high standards in governance and operational excellence. The incumbent will bridge the gap between partners and internal stakeholders to address challenges proactively while driving continuous improvements through technology adoption.

Responsibilities

• Process Governance and Operational Excellence: Oversee distributor, intermediary, and partner onboarding processes to ensure timely empanelment and compliance with internal controls while monitoring operational efficiency and service standards for continual improvement.
• Partner Onboarding and Servicing: Facilitate smooth onboarding and service for distributors and partners, acting as the key contact for operational support and issue resolution.
• Cross-Functional Stakeholder Management: Collaborate closely with Sales, Operations, Compliance, Technology, and Risk teams to enhance service delivery and align workflows across functions.
• Partner Relationship Management & Engagement: Build and maintain strong relationships with partners while proactively addressing concerns and enhancing engagement through training programs and regular reviews.
• Escalation Management: Serve as the primary escalation point for operational and service-related challenges, driving resolutions for complex issues through sustainable solutions.
• Technology and Digital Transformation: Partner with technology teams to drive automation and digital enablement initiatives that improve operational efficiency and partner experience.
• Compliance and Regulatory Governance: Ensure adherence to regulatory guidelines and internal policies while supporting the implementation of regulatory changes.
• Measurement and Reporting: Track and report operational metrics and present insights and recommendations to leadership for improving service quality and partner satisfaction.

Qualifications

• Experience: 12-15 years in the Banking, Financial Services, and Insurance (BFSI) sector, preferably in Mutual Funds, Asset Management, or Financial Services, with substantial experience in partner management and operations.
• Education: Full-time MBA/PGDM or equivalent postgraduate qualification from a recognized institution.
• Domain Knowledge: Strong understanding of the mutual fund distribution ecosystem, digital transaction platforms, KYC processes, and intermediary servicing models.
• Process and Operational Expertise: Proven experience in managing operational workflows, governance frameworks, and process improvement initiatives.
• Technology Orientation: Familiarity with digital onboarding platforms, fintech ecosystems, and workflow automation tools.
• Regulatory Awareness: Working knowledge of SEBI regulations and governance frameworks applicable to the mutual fund industry.

Preferred Skills

• Relevant certifications in financial services, mutual funds, or operations management.
• Strong relationship-building skills to establish trust with partners and internal stakeholders.
• Technology-first mindset with a keen eye for identifying areas for digital transformation.

Experience

Around 12-15 years of relevant experience in the BFSI sector, specifically focusing on mutual funds, asset management, or financial services, with a strong understanding of partner ecosystems and strategic stakeholder management.

Environment

Typically based in the office in Mumbai, the role encourages collaboration across various departments and requires engagement with both internal teams and external partners.

Salary

Not specified.

Growth Opportunities

Not specified.

Benefits

Not specified.