Service Relationship Manager
6 days ago
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Provide client service support in:
- Processing of Error Free transactions basis the client consent. Handling transactions like Mutual Funds, Equity Trade, Structure Product Trades, Bond Trade, AIF etc.
- Effectively liasoning with the documentation team, client and RM for end to end smooth processing
- To ensure complete resolution of queries and co-ordinate till the accounts are opened
- Query Resolution within specific TAT
- Liaison with Operations/ Product teams, group service providers and dealers for product & process classification
- Coordination for client birthday's gifts, gifting on special occasions and client events.
- Sending reports to the clients as per the request given by the client.
- Servicing of Banking customers in terms of cheque referrals, statement requirements, Re-KYC & Risk Profiling
- Ensure compliance and processes are adhered to in all internal and external communications
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Provide support to the company and/or Management by:
- Maintaining existing accounts through excellent client service, creating and maintaining client files, obtaining required documentation
- Initiating client contact via phone/meetings as needed to support RMs
- Relationship deepening
- Review client portfolios with RM for improvement in services
- Control Mechanism for all deferrals/ exceptions
- Pro-activeness in enhancing existing processes & controls
- Fulfilling Internal Audit and Internal control requirements
Required skills:
- Proficient in Microsoft Applications - Excel, Word & PowerPoint
- Strong Communication and Interpersonal Skills
- Experience in investment/financial services
- Knowledge of Financial Products, Process and Systems
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