Job Purpose:

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

Roles & Responsibilities:

- Building solid and active relationships with clients. Ensure quick resolution and keeping customer informed about the progress in cases

- Ensure the highest level of customer satisfaction and absence of problem incidence.

- Proactively escalate potential issues/concerns.

- Have good knowledge of MF, Structure Product, PMS,AIF, Broking, Bonds/NCD.

- Providing MIS and statements as required by clients. Liaisoning with various Internal and external operations teams to keep a track of all customer investments/queries.

- Ensure account opening and documentation is completed within TAT.

- Ensure internal and external regulatory ments.





- Maintaining and updating of client records at periodic intervals and act as a single point of contact for RM’s, Clients and the Operations Team.

- 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.

📌 Service Relationship Manager - Private Wealth (Ahmedabad)
🏢 Important Company of the Sector
📍 Ahmedabad