Wealth Service RM - Bangalore About us : Spark Family Office and Investment Advisors (India) Private Limited, or Spark Private Wealth, is a subsidiary of Spark Capital Advisors (India) Limited. We extend the core DNA of Spark Capital - Knowledge, Integrity, Trust & Transparency - to help Affluent Families, Business Owners / Promoters, Family Offices, New Age Entrepreneurs and CXOs to navigate a world full of opportunities and risks. We offer products and services designed to help them seamlessly create, preserve and transition their wealth across their generations. Our offerings are backed with a robust Investment Policy Framework which is backed by best-in-class research and superior execution to pick future winners well ahead of our competition. Duties and Responsibilities : 1. 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 2. 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 3. 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. Requirements : - Minimum 5 years of relevant experience in handling client servicing for wealth management products - Must have a service-oriented approach

Bangalore

Spark Capital - Wealth Client Service 

Spark Capital - Wealth Client Service  ,Job Description for Spark Capital - Wealth Client Service  in Spark Private Wealth in  Bangalore for (5-10) years of experience. Apply Now!

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