360 ONE - Service Relationship Manager
4 weeks ago
Description: 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. (ref:iimjobs.com)
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Service Relationship Manager
3 weeks 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 weeks 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
3 weeks 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 weeks 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 weeks 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 weeks 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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