Job Purpose The Service Relationship Manager is responsible for providing end-to-end client servicing support to wealth management clients The role focuses on ensuring smooth execution of transactions timely resolution of client queries and delivering a high-quality service experience while supporting Wealth Managers in day-to-day client managementKey Roles Responsibilities Client Servicing Support - Act as the primary service point of contact for assigned clients- Handle client queries related to portfolio statements transactions and account details- Ensure timely execution of investment-related requests- Provide regular service updates to clientsTransaction Operations Support - Coordinate with internal operations teams for investment Mandates execution and settlements- Process transactions across investment products as per client instructions- Track transaction status and ensure timely closure and confirm to the client- Assist in resolving operational or transaction-related issuesDocumentation Compliance - Support client onboarding including KYC account opening and documentation- Ensure all client records are updated and compliant with regulatory requirements- Maintain accurate records of client instructions and service requests- Assist during audits or compliance checksPortfolio Reporting Support - Share portfolio statements performance reports and account summaries with clients- Coordinate with research and advisory teams for client review materials- Assist Wealth Managers during portfolio review meetingsRelationship Management Support - Support Wealth Managers in maintaining robust client relationships- Ensure high standards of service quality and client satisfaction- Proactively follow up on pending service requestsCoordination Internal Communication - Work closely with Wealth Managers Research Operations and Compliance teams- Escalate unresolved issues in a timely manner- Maintain clear communication across internal stakeholdersSkills Competencies Technical Skills - Good understanding of financial products and capital markets- Familiarity with client onboarding KYC and operational processes- Proficiency in PPT MS Excel Word and email communicationBehavioral Skills - Strong communication and interpersonal skills- Client-focused and service-oriented mindset- Good organizational and follow-up skills- Ability to handle multiple tasks and prioritiesEducational Qualification - Post Graduation in any discipline Finance preferred - NISM certification as applicable preferredExperience Requirements - 3-6 years of experience in wealth client servicing relationship management within financial services ref updazz com

📌 Service Relationship Manager - Sales - Bfsi (2-5 Yrs) Mumbai/navi Mumbai (bfsi Sales)
🏢 Fortumax Consulting Services
📍 Navi Mumbai