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18/07 Samruddhi Sakpal
Senior Manager - HR at Ekam Wealth Pvt Ltd

Views:20 Applications:11 Rec. Actions:Recruiter Actions:11

Ekam Wealth - Service Relationship Manager (3-5 yrs)

Mumbai Job Code: 223682

Service Relationship Manager


Job Role :

- Customer onboarding, transaction processing, paperwork, portfolio updates, support, and service delivery are all tasks that must be completed.

- Proactively engage with clients and serve as their single point of contact for all service-related needs.

- Ensure that all investment transactions, such as MF, PMS, Structured Products, Bonds, and NCDs, are processed in a timely and accurate manner.

- Provide back-end support to the relationship team by recording and generating MIS and engaging with customers.

- Managing escalations and handling HNI customers while maintaining good service standards.

If this excites you kindly call me at 9820860371, feel free to share/refer resume at same

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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