HR Consultant at Talengage
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Service Relationship Manager - Sales - Bank (3-5 yrs)
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
