Support & Service Delivery :

- Family Office Clients & Private Wealth Management Clients

- Engage proactively with clients and be their single point of contact for all service related requirements.

- Be hands on and provide best in class service to clients.

- Ensure timely resolution of queries & requirements raised by clients in respective locations.

- Coordinate with HO team & other outfits for critical & complex requirements & escalations.

- Arrange & maintain portfolio statements for clients & Relationship managers.

- Ensure all requests, queries and complaints are routed through Query Management System (QMS).

- Accompany RMs for client visits as and when required.

- Ensure B- day, anniversary greetings and festival greetings are sent timely.

Account Opening & Documentation :

- Posses & ensure thorough knowledge of critical documentations for all products, latest developments & regulatory requirements

- Arrange & manage entire documentation for Bank /Demat/Broking account opening

- Ensure timely revert to clients & respective RMs towards pending documentations

- Ensure duly completed account opening forms with required supporting documents are sent to HO with zero error

- To manage & ensure that 95% of the accounts are opened within specified TAT

- Maintain MIS for pending documents & waivers granted & ensure timely follow up & closure

Transaction processing & Portfolio Updations :

- Ensure timely and accurate processing of investment transactions (POA and executionary) for all products - ex: MFs, PMS, Structured products, Bonds, NCDs, Real estate funds etc.

- Process & coordinate with HO for institutional, Family Office & Model Portfolio Mutual Fund trades

- Manage & coordinate all Equity & Debt PMS redemptions & Inflows.

Skills required :

Shall have service oriented approach

- Shall possess excellent communication, interpersonal & relationship management skills

- Shall be well versed with capital market & financial services

- Shall be organised & be able to ensure & manage independent functioning

- Self starter - should be able to work independently.

- Have a positive attitude and willingness to learn.

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