Service Relationship Manager

4 weeks ago


Thiruvananthapuram, India Merito Full time

Our client is leading Indian investment services company having wide array of products and services such as distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning.
As a Service Relationship Manager, you will play a crucial role in supporting the overall client service operations for our high-net-worth clients. You will be responsible for ensuring efficient and effective back-office support and service support to enhance the client experience and streamline internal processes.

Locations - Mumbai ,Coimbatore, Ernakulam and Trivandrum

Key Responsibilities -

1. Operational Support:

  • Manage and process client account transactions, including transfers, withdrawals, and account maintenance activities, with accuracy and compliance.
  • Coordinate with internal teams, such as Operations, Compliance, and IT, to resolve RM/client service issues, inquiries, and escalations promptly.
  • Maintain comprehensive records and documentation of client interactions, transactions, and service requests.
  • Co-ordinate with exchanges, AMCs, RTAs and all stakeholders to ensure all financial and non-financial transactions are done accurately, timely and orderly.

2. Reporting and Analysis:

  • Generate and analyze reports related to client accounts, activities, and performance metrics to support decision-making and operational efficiency.
  • Identify trends, issues, and opportunities for process improvements in back-office operations and client service delivery.

3. Compliance and Risk Management:

  • Ensure adherence to regulatory requirements, company policies, and industry standards in all back-office activities and client transactions.
  • Conduct periodic reviews and audits of client accounts and documentation to mitigate risks and maintain data integrity.


Requirements
  • Bachelor's degree (Master's degree or relevant certifications are a plus).
  • Minimum of 3 years of experience in back-office operations or support roles within the Banks, wealth management, AMCs or financial services industry.
  • Strong knowledge of financial products, account management processes, and regulatory requirements.
  • Proficiency in CRM software, Microsoft Office Suite, and data analysis tools.
  • Detail-oriented with excellent organizational, communication, and problem-solving skills.
  • Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.




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