As a Service Relationship Manager they will play a crucial role in supporting the overall client service operations for high-net-worth clients They will be responsible for ensuring efficient and effective back-office support and service support to enhance the client experience and streamline internal processes Essential Duties and Responsibilities - 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 - 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 - 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 Personnel Specification Education Bachelors Masters Degree from a accredited college- Experience 3 years of experience in back-office operations or support roles within the Banks wealth management AMCs or financial services industry Skill Sets- 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 workplace Behavioural Competencies- Service oriented- Perseverance- Interpersonal skills- Cultural sensitivity- Willingness to learn- Initiative- Teamwork and Cooperation- Result Oriented- Creativity and Innovation- Communication and courtesy to customersCertifications - Mandatory certifications must be acquired as per the Industrial - Certification policy of the Company ref updazz com