Support & Service Delivery: - Engage proactively with clients and be their single point of contact for all service-related requirements. - Be hands on and provide best in class service to clients. - Ensure timely resolution of queries & requirements raised by clients - Coordinate with internal and external teams for critical & complex requirements & escalations. - Arrange & maintain portfolio statements for Clients & Relationship managers. - Accompany RMs for client visits as and when required. - Ensure B'day, anniversary greetings and festival greetings are sent timely Account Opening & Documentation - Onboard new clients and fulfil all KYC requirement and account activation for clients across the products offered by our platform - Have thorough knowledge and process critical documentations for all products and keep up breast with latest developments & regulatory requirements - Arrange & manage entire documentation for Bank/Demat/Broking account opening - Ensure timely revert to clients & respective RMs towards pending documentations - Ensure duly completed account opening forms with required supporting documents are sent for processing with zero error - Maintain MIS for pending documents & waivers granted & ensure timely follow up & closure Transaction processing & Portfolio Updations - Execution of all types of financial and non-financial transactions across products offered by our platform within TAT - Ensure timely and accurate processing of investment transactions (POA and executionary) for all products - ex: MFs, PMS, Structured products, Bonds, NCDs, Real estate funds etc. - Manage & coordinate all Equity & Debt PMS redemptions & Inflows.

Mumbai

Spark Capital - Service Relationship Manager 

Job Description for Spark Capital - Service Relationship Manager  in Spark Private Wealth in  Mumbai for (5-10) years of experience. Apply Now!