Service RM – Private Wealth

Position Type: UHNI Private Wealth
Experience: 5-8 Years
Location: Pune Ahmedabad Bengaluru Kolkata Mumbai Delhi Chennai Hyderbad
State: Telangana Tamil Nadu Gujrat Maharashtra Delhi West Bengal Karnataka

Roles & Responsibilities

  • Building strong and active relationships with clients. Ensure quick resolution and keeping customer informed about the progress in cases
  • Ensure 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 guidelines are followed.
  • Suggesting internal processes improvements.
  • 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.

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