Building & manage the operation processes of PMS business to ensure best in class service to the customers, which are in compliance with the regulations & adherence to the internal policies and best recommending practices
Job Context & Major Challenges
Job Context & Challenges
Job Context
Portfolio Management Service offered to select high net worth clients who would prefer to have a part of their wealth managed by experienced investment professionals in a personalized setting. It is an important product offering linked with direct equity & Debt market. It addresses direct equity market related requirements of the HNI clients. Since the services are targeted to meeting the requirement of HNI category, the quality of service expectation is very different and expects a very superior level of service and treatment. With various new innovative products being introduced, it is very challenging to quickly adapt and implement the new initiatives. Further the product being not in the nature of a fund or standardised product,
customised customer and distributor level complexities need to be managed.
Key challenges –
Manage increasing Complexity and Volume of business.
Timely delivery of accurate information to external as well as internal clients (i.e Investors, Distributors and Sales).
Ensuring service delivery to customers, distributors and all stake holders
KRA2 Process Management 1. Ensuring account Opening within agreed TAT in coordination with various stake holders
Redemption & brokerage Process completed within the agreed TAT
KRA3 Co ordination with Branches 1. Any application received in any of the branch has to be verified, validated and cleared in order to ensure that its complete in all respects
Inform the concerned RM and Z
📌 Assistant Manager (India)
🏢 Aditya Birla Sun Life Asset Management Ltd (AMC)
📍 India
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