360 ONE - Service Relationship Manager

Description :

Job Description : Service Relationship Manager

Role Overview :

The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience.

Key Responsibilities :

Client Service & Transaction Support

• Execute error-free transactions as per client consent, including Mutual Funds, Equity Trades, Structured Products, Bonds, Alternative Investment Funds (AIFs), and other wealth management products.
• Collaborate closely with documentation teams, clients, and Relationship Managers to facilitate smooth and timely transaction processing.
• Ensure prompt and complete resolution of client queries, coordinating through to account openings and onboarding.
• Manage query resolution within defined turnaround times (TAT).
• Liaise with Operations, Product teams, external service providers, and dealers for accurate product and process classification.
• Coordinate personalized client engagements such as birthday gifts, special occasion gifting, and client event planning.
• Deliver client reports and portfolio statements as requested.
• Support banking-related client servicing needs including cheque referrals, statement requests, Re-KYC updates, and risk profiling.
• Maintain strict adherence to compliance, regulatory requirements, and internal process guidelines in all communications.

Relationship & Portfolio Support

Qualifications & Skills

(ref : iimjobs.com)