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Role & responsibilities
- Handle end-to-end onboarding of new clients (KYC, FATCA, bank mandates, NACH, etc.)
- Act as the primary point of contact for clients regarding SIPs, lump-sum investments, portfolio reviews, and service requests
- Communicate investment updates, reminders, and process clarifications to clients
- Support NRI clients with documentation, compliance, and operational queries
- Track client-wise AUM, SIP book growth, redemptions, and portfolio movements
- Process MF transactions: purchases, redemptions, switches, STP & SWP
- Ensure accurate and timely execution through RTA/AMC platforms
- Maintain updated client records, transaction logs, and communication history in CRM
- Coordinate with AMC relationship managers for operational issues, forms, and escalations