Spark Capital

3 weeks ago

Hyderabad, Telangana, India Spark Private Wealth Full time

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 & Minimum 7 years of relevant experience in handling client servicing for wealth management products.

- Must have a service-oriented approach.

(ref:iimjobs.com)

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