Client Servicing & Operations:

• Handling and servicing Relationship Manager

• Service and maintain the portfolio of High Networth Individuals (HNIs), ensuring customer satisfaction by complying with Service Delivery Quality norms and specified TAT (Turn Around Time)

• Mutual Fund Transaction/ Month via BSE Star Platform & Physical Applications

• Handling Clients for Direct Equity, PMS (Portfolio Management  Services), Private Equity, Alternative Investment Funds, Structure Products, Real Estate, Bonds,

• Account Activation and related documentation of all wealth products for Individuals (Resident Indians & NRIs), Corporates, HUFs (Hindu Undivided Family), Partnerships, LLPs (Limited Liability Partnership), Trusts and Societies

• Arrange & manage ‘ Low Scale Conferences’ for HNIs with Product Fund Managers, to discuss and explain any new/ updated product features, for both NEW & Existing Products

• Coordinate with different third-party AMCs (Asset Management Company) i.e., ICICI, HDFC, KOTAK, FRANKLIN, AXIS, MIRAE, UTI, SBI, L&T, Sundaram, DSP etc. to execute mutual fund transactions for the clients

• Formulate and execute procedures to ensure seamless execution of all operational activities related to Private Wealth Business for e.g. Process Notes and Business Reports

Skills:

• Ability to handle large volume of transactions and juggle priorities.

• Promote client services in a manner that maintains and expands business relationships.

• Highly detail oriented and Emphatic to client requirements and solving client issue

• Strong ability to follow through on complex multi-step tasks and good time management skills to see a task/project through completion

• Work with internal departments and management if necessary to ensure client priorities are understood to ensure service delivery standards are consistent and adhered