Vertical Head at Premier Consultants
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Service Relationship Manager - Bank (6-10 yrs)
This opening is with one of our client a Leading Private Sector Bank as a Service Relationship Manager.
Role: Service Relationship Manager
Division: Wealth Management
Location: Chandigarh & Chennai
NOTE: STRICTLY LOOKING FROM THE BANKS
Job Profile:
a. Provide client service support in:
i. Accepting and placing orders upon RM and /or client request
ii. Ensure smooth processing of Accounts and ensure clarity in documentation, with adequate record of updates and process flow
iii. Responding to client inquiries on account documentation, account balances, account activity, statement information, securities transfers, security information, general product and/or service information
iv. Research and initiate corrections in transaction and/or account errors
v. Liaison with Operations team, group service providers and dealers
vi. Create MIS reports of the client portfolio.
b. Provide support to the company and/or Management by:
i. Maintaining existing accounts through excellent client service, creating and maintaining client files, obtaining required documentation
ii. Initiating client contact via phone/meetings as needed to support RMs.
iii. Relationship deepening
iv. Handling any documentation, information collation, as required.
v. Review client portfolios with RM for improvement in services
vi. Control Mechanism for all deferrals/ exceptions
vii. Pro-activeness in enhancing existing processes & controls
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
