Officer/Assistant Manager - Operation - Family Office

Position : Officer/Asst. Manager-Operation Family Officer(PMS).

Qualification : Graduate/MBA.

Job Responsibility :

- In depth review of client documents including account forms, kyc documents.

- Processing & validating client on boarding, account opening & various types of maintenance requests on client accounts for the private banking clients

- Gain end to end knowledge of the process & as an SME, assist the team in resolving their queries on various request types

- Handling all miscellaneous requests related to the process & assist the team with research & investigation as required

- Screening for adverse/negative news on prospects, clients using various tools/software available

- Preparing and dispatch of client related communication letters

- Other activities will include annual review, deferral trackers, trigger events, cross border polices.

- Account Dormancy, closure activities.

- Expected to communicate and co-ordinate work with other stake holders in business and infrastructure area

- Ability to review the SOPs of the process & incorporate the necessary changes/updates as required. Updation of other process related information (eg. Procedural changes, Errors, MIS reports). Sharing the updates/changes made effectively with the team.

Key work Area :

- Private Banking (Operation)

- Wealth Management (Operation)

- Family Office (Operation),

- HNI,NRI (Operation)

- Retail Banking Operations.