Service Relationship Manager

24 hours 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 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



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