Service Relationship Manager
3 days ago
Job Description: Service Relationship Manager Role Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience. Key Responsibilities; Client Service & Transaction Support Execute error-free transactions as per client consent, including Mutual Funds, Equity Trades, Structured Products, Bonds, Alternative Investment Funds (AIFs), and other wealth management products. Collaborate closely with documentation teams, clients, and Relationship Managers to facilitate smooth and timely transaction processing. Ensure prompt and complete resolution of client queries, coordinating through to account openings and onboarding. Manage query resolution within defined turnaround times (TAT). Liaise with Operations, Product teams, external service providers, and dealers for accurate product and process classification. Coordinate personalized client engagements such as birthday gifts, special occasion gifting, and client event planning. Deliver client reports and portfolio statements as requested. Support banking-related client servicing needs including cheque referrals, statement requests, Re-KYC updates, and risk profiling. Maintain strict adherence to compliance, regulatory requirements, and internal process guidelines in all communications. Relationship & Portfolio Support Maintain and deepen existing client relationships by providing excellent service and managing comprehensive client documentation. Proactively engage clients via phone or meetings to support Relationship Managers and enhance client satisfaction. Collaborate with RMs to review client portfolios and identify opportunities for improved service delivery and wealth solutions. Implement control mechanisms for managing deferrals, exceptions, and risk mitigation. Drive continuous improvement in processes and client servicing controls. Ensure compliance with internal audit protocols and control requirements. Qualifications & Skills Proven experience in Wealth Management or Financial Services. Strong knowledge of investment products, portfolio management, and financial systems. Excellent proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Strong communication, interpersonal, and client relationship management skills. Ability to work collaboratively with multiple teams and deliver under tight timelines.
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Service Relationship Manager
5 days ago
Chennai, India 360 ONE Wealth Full timeJob Description: Service Relationship Manager Role Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience. Key Responsibilities; Client...
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Service Relationship Manager
4 days ago
Chennai, India 360 ONE Wealth Full timeJob Description: Service Relationship Manager Role Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience.Key Responsibilities;Client...
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Service Relationship Manager
5 days ago
Chennai, India 360 ONE Wealth Full timeJob Description: Service Relationship ManagerRole Overview:The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience.Key Responsibilities;Client...
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Service Relationship Manager
3 days ago
Chennai, India 360 ONE Wealth Full timeJob Description: Service Relationship ManagerRole Overview:The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience.Key Responsibilities;Client...
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Service Relationship Manager
4 days ago
Chennai, India 360 ONE Wealth Full timeJob Description: Service Relationship ManagerRole Overview:The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience.Key Responsibilities;Client...
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Service Relationship Manager
5 days ago
Chennai, Tamil Nadu, India, Tamil Nadu 360 ONE Wealth Full timeJob Description: Service Relationship Manager Role Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience.Key Responsibilities;Client...
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360 ONE - Service Relationship Manager
5 days ago
Chennai, India 360 ONE Asset Full timeDescription: Job Description: Service Relationship Manager Role Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience.Key...
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Relationship Manager
4 weeks ago
Chennai, India Assettrust Services Pvt Ltd Full timeCompany Description Assettrust Services caters to clients across Bengaluru, Mumbai, Pune, and Kolkata, providing extensive knowledge of project information from launch to ready homes with current updates. The company is now expanding its operations to Gurgaon, Noida, Hyderabad, and Chennai, aiming to serve a wider range of clients with the same level of...
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Relationship Manager
4 days ago
Chennai, Tamil Nadu, India Matrimony Limited Full time ₹ 4,00,000 - ₹ 12,00,000 per yearCompany Description Ltd is India's first pure-play Consumer Internet Company to get listed, recognized for its flagship brand BharatMatrimony, the largest and most trusted matrimony brand. The company provides matchmaking and marriage-related services through websites, mobile sites, mobile apps, and 130+ company-owned retail outlets. is a certified Great...
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Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India Manifest Wealth Solutions Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionManifest Wealth Solutions has been a pioneer in capital investment, management, and other financial services both globally and locally. Our expertise lies in providing innovative financial solutions and excellent client service. We aim to help our clients achieve their financial goals through well-informed investment strategies and...
