Spark Capital
3 weeks ago
Duties and & Service Delivery:
- Engage proactively with clients and be their single point of contact for all service- related requirements.
- Be hands on and provide best in class service to clients.
- Ensure timely resolution of queries & requirements raised by clients.
- Coordinate with internal and external teams for critical & complex requirements & escalations.
- Arrange & maintain portfolio statements for Clients & Relationship managers.
- Accompany RMs for client visits as and when required.
- Ensure B'day, anniversary greetings and festival greetings are sent timely.
Account Opening & Documentation:
- Onboard new clients and fulfil all KYC requirement and account activation for clients across the products offered by our platform.
- Have thorough knowledge and process critical documentations for all products and keep up breast with latest developments & regulatory requirements.
- Arrange & manage entire documentation for Bank/Demat/Broking account opening.
- Ensure timely revert to clients & respective RMs towards pending documentations.
- Ensure duly completed account opening forms with required supporting documents are sent for processing with zero error.
- Maintain MIS for pending documents & waivers granted & ensure timely follow up & closure.
Transaction processing & Portfolio Updations:
- Execution of all types of financial and non-financial transactions across products offered by our platform within TAT.
- Ensure timely and accurate processing of investment transactions (POA and executionary) for all products - ex: MFs, PMS, Structured products, Bonds, NCDs, Real estate funds etc.
- Manage & coordinate all Equity & Debt PMS redemptions & Inflows.
Requirements:
- Minimum 7 years of relevant experience in handling client servicing for wealth management products.
- Must have a service-oriented approach.
