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HR at Peoplenomic Consulting Firm
Views:593 Applications:60 Rec. Actions:Recruiter Actions:36
Client Service Manager - Broking Firm (10-15 yrs)
- Handling Western India service related issues in Wealth Management.
- Identify areas of improvements and weakness and recommend changes.
- Provide quick and speedy resolution to customer request and ensure work gets done in TAT
- Train new recruits w.r.t various process and address queries if any.
- Act as back Relationship Manager and fulfill all duties in RM's absence.
- Follow up - Update - Resolve any issues which corps up for Private Banking customers
- Ensure audit rules and compliance policies are followed during executing transactions.
- Ensure business transactions and operations are in line with Regulations.
- Handling service related issues of HNI relationships.
- Assisting Wealth Management RM in financial planning & portfolio alterations
- Ensuring timely processing of Mutual Fund, Structure Product, Bond, NCD investment in order to meet deadlines & customer satisfaction
- Assisting Ultra - HNI clients for opening accounts and major service related issues
- Handling escalations and Coordination between various departments to ensure speedy redressal of customer grievances
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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