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Hema Singh

HR at Unified Vision Wealth

Last Login: 20 May 2024

Job Views:  
2429
Applications:  329
Recruiter Actions:  246

Job Code

1397423

Unified Vision Wealth - Service Relationship Manager - Wealth Management

6 - 15 Years.Delhi NCR/Mumbai/Chandigarh/Chennai/Jaipur/Any Location/Bangalore
Posted 1 month ago
Posted 1 month ago

Service Relationship Manager - Wealth Management

Customer Onboarding, transaction processing, documentation, portfolio updating ,support &Service delivery

1. Engage with clients proactively and be their single point of contact for all service related requirements.

2. Ensure timely and accurate processing of investment transactions for all investment products i.e MF, PMS, Structured products, Bonds, NCD etc.

3. Record and generate MIS and engage with customers and provide a back-end support to the relationship team.

4. Handling HNI customers while maintaining high standards of service and managing escalations.

Qualification & functional skills required for the role:

1. Graduation/ post-graduation from a recognized institute

2. Should be proficient with banking, MF softwares, CRM, Wealth Management platforms.

3. Familiarity with compliance of KYC,AML,SEBI rules and customer risk profiling.

4. Understanding of financial products like MF, bonds, NCD, Equity ,PMS & Structured products.

5. Excellent communication ,networking and relationship building skills.

6. Ability to handle pressure and deadlines.

7. Minimum experience of 6 years and above in the same industry.

8. AMFI /NCFM/NSDL certifications (desirable)

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Posted By

user_img

Hema Singh

HR at Unified Vision Wealth

Last Login: 20 May 2024

Job Views:  
2429
Applications:  329
Recruiter Actions:  246

Job Code

1397423

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