Service Relationship Manager

1 day ago

tamil nadu, India 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 SupportExecute 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 SupportMaintain 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 & SkillsProven 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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