Local Candidate will be given preference   We are hiring for Service Manager for Wealth Management Team for a leading Private Bank in India.   Provide client service support in :  - Accepting and placing transaction orders upon RM and /or client request   - Ensure smooth processing of Accounts with healthy first pass scores and ensure clarity in documentation, with adequate record of updates and process flow  - Responding to client inquiries on documentation, account balances, account activity, statement information, securities transfers, security information, general product and/or service information  - Research and initiate corrections in transaction and/or account errors  - Liaison with Operations/Product teams, group service providers, and dealers  - Create MIS reports of the client portfolio.   - Servicing of Banking customers in terms of cheque referrals, statement requirements, Re-KYC, Risk Profiling  - Ensure compliance and processes are adhered to in all internal and external communications  - Handling of NRI clients  - Handling of Trade and Forex Transactions  Provide support to the company and/or Management by :  - Maintaining existing accounts through excellent client service, creating and maintaining client files, obtaining required documentation  - Initiating client contact via phone/meetings as needed to support RMs.  - Relationship deepening   - Review client portfolios with RM for improvement in services  - Control Mechanism for all deferrals/ exceptions  - Pro-activeness in enhancing existing processes & controls  - Ensuring regular updations of Risk Profiling and Family Mapping of all customers  - Ensuring all customers of the Bank are KYC compliant  - Fulfilling Internal Audit and Internal control requirements  Cross Sell of Savings Bank a/c's and Addition of Hooks into existing and new a/c- s  - Opening New Savings Bank a/c of Existing WM customers/family members.  - Get existing customers to primarily bank with us by creating Hooks (i.e. Bill pay/Tax Registration/ASBA/Auto Pays, etc) in their bank a/c- s  Job Requirements:  - Proficient in Microsoft Applications - Excel, Word & PowerPoint  - Strong Communication and Interpersonal Skills  - Experience in investment/financial services   - Knowledge of Financial Products and Systems  - Knowledge of Banking Products, Processes and Systems  - Achieving Cross sell targets on Banking products (Savings Accounts and Hooks)  - Relationship Building

Chennai

Pune

Service Manager - Wealth Management - Bank & NBFC 

Service Manager - Wealth Management - Bank & NBFC  ,Job Description for Service Manager - Wealth Management - Bank & NBFC  in AimsHR in  Chennai Pune for (2-6) years of experience. Apply Now!

Job Description for Service Manager - Wealth Management - Bank & NBFC  in AimsHR in  Chennai Pune for (2-6) years of experience. Apply Now!