Service Relationship Manager

1 day ago

Chennai Tamil Nadu India, Tamil Nadu 360 ONE Wealth Full time

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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