Assistant Manager

7 hours ago

Jamnagar, Gujarat, India Sashr Consultants Full time

Job Title Designation Asst Manager - Customer Service and Operations Job Location GIFT City Ahmedabad Roles and Responsibilities - Handling end to end Onboarding Customer Service and Operation s activities involving but not limited to following activities - Undertake end-to-end documentation for individuals non-resident and institutional clients - Scrutinize fill and dispatch account opening forms to the central team for processing - Act as a bridge between the central Customer Service and Operations Offshore team and the Business development team - Ensure timely resolution of queries requirements raised by respective clients RMs distributors Offshore team- Coordinate with concerned departments for critical complex requirements escalations - Liaise with the stake holders for discrepancy resolution and faster TAT for account opening - Effectively use the CRM systems to track the status of transactions and ensure timely funding and activation of accounts - Effectively use Wealth Spectrum for client accounting- Ensuring MIS around all clients onboarded - Ensure all requests queries and complaints are routed through CRM - Utilize system to generate reports as requested and share with the channel partners investors within the defined TAT - Constantly strive to improve the processes and share feedback on a real time basis - Ability to multi-task and manage high volumes during the day - Maintain uniformity in service delivery standards - Liaison with clients to Login on the Website as when required - Ensure the written down processes are followed without any deviation - Maintain MIS for pending documents waivers granted ensure timely follow up closure- Assisting and co-ordination with Internal and Statutory Auditors for audit process and resolving their queries- Any other work given by the Central team Candidate Details Qualification Experience - Any Graduate - Minimum 3-5 Years of Relevant experience in PMS AMC set up - Possess ensure thorough knowledge of critical documentations for all PMS product latest developments regulatory requirements- BFSI space who have worked in a similar Portfolio Management setup- System orientation and process improvement- CTC on offer Best in the industry About Client Our client is a leading financial services group which handles wealth and investment management asset management private equity wealth advisory and other related businesses Contact No 91 - 9702374798 ref updazz com

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