Service Relationship Manager

6 days ago

Mumbai, Maharashtra, India 360 ONE Wealth Full time ₹ 4,00,000 - ₹ 12,00,000 per year

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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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