Service Relationship Manager - UHNI Clients - BFSI

Service Relationship Manager

Department :- Wealth Management

Location:- Mumbai

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

- 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