Provide fundamental support in all phases of client service, client relationship building and account maintenance to assist the business activities of Relationship Managers

Assisting Sales on Service queries and resolution of Investor and distribution queries

Processing client KYC in mutual funds for resident Individual, NRI and company accounts

Documenting PMS, AIF and Bonds application of client

Processing Broker code change, Bank Mandate in client Mutual Fund Investment

Maintaining and publishing productivity report at Unit Level

Identifying gaps and ensuring it closure

Providing services to Preferred Clients in mutual fund, Market

Linked Debentures and other Investment products

Assisting RMs in Signing on current clients and helping them through onboarding process

Maintaining, Publishing and Reporting Unit level business data with revenue

Cross-training existing employees to maximize team agility and performance.

Assisting the team in Onboarding and Exit Formalities

📌 Service Manager (Mumbai)
🏢 Anand Rathi Share and Stock Brokers
📍 Mumbai