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 positive 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 valuable service standards.

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