Client Service Manager - Broking Firm

- 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