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18/09 Gopish Nair
HR Consultant at Talengage

Views:6 Applications:2 Rec. Actions:Recruiter Actions:0

Service Relationship Manager - Sales - Bank (3-5 yrs)

Pune/Indore Job Code: 344470

1) Critical

- Responsible for Client services as well as providing support to the Financial Advisors.

- Deal with HNIs & UHNIs and then execute their financial n nonfinancial investment transaction

- Learn advance systems for investment reporting & tracking

- Understand clients' needs and resolve their queries.

- To coordinate with High Net Individuals (HNI) for their documentation and assist them to have their accounts activated

- Ensure Smooth on-boarding and creation of client in the system

- Sharing Portfolio Reports and various statements on timely basis and on customer request

- Ensuring smooth processing of Accounts and ensure clarity in documentation, with adequate record of updates and process flow

- Control Mechanism for all deferrals/ exceptions

2) Routine

- Seamless handling of the backend and operational requirements to keep the investment process hassle free and paperless

- Adhering to the processes and providing inputs to improvise it further

- Initiating client contact via phone/meetings as needed to support RMs

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