Client Service/Service Relationship Manager
6 days ago
Summary:
Looking for a Service Relationship Manager with expertise in Mutual Fund order processing (BSE STAR MF) and working knowledge of AIF & PMS. The role focuses on client servicing, documentation, and seamless coordination with advisors and stakeholders.
Job Responsibilities:
- Manage end-to-end Mutual Fund order processing on platforms such as BSE STAR MF, ensuring accuracy and timeliness.
- Support client onboarding by handling KYC, documentation, and compliance requirements.
- Address client service requests, queries, and transaction-related issues promptly.
- Collaborate with Relationship Managers and Advisors to deliver a seamless client experience.
- Maintain sound knowledge of Alternative Investment Funds (AIF) and Portfolio Management Services (PMS) to support advisory and client needs.
- Coordinate with internal teams, AMCs, custodians, and other stakeholders to ensure operational efficiency.
- Prepare client statements, reports, and presentations as required.
Requirements:
- Graduate/Postgraduate in Finance, Commerce, or related field.
- Strong knowledge of Mutual Funds, with exposure to AIF & PMS products.
- Hands-on experience with BSE STAR MF platform.
- 5+ years of relevant experience in wealth management, banking, or financial services operations.
- Proficiency in MS Excel and financial platforms; detail-oriented with strong execution skills.
- Excellent communication and client servicing abilities.
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