Service RM : leading NBFC : Ahmedabad Quotient Consultancy

5.0 - 10.0 years

10 - 13 Lacs

Ahmedabad

Work from Office

Dear Candidate, Urgent opening with leading NBFC. Designation : Service RM CTC : Upto 13 LPA Location : Ahmedabad Job Responsibilities : Conducting Client Services operations across Gujarat for HNI clients resulting into excellent client satisfaction. Responsible for overseeing the onboarding process for new clients, actively engaging with them to ensure a smooth and seamless onboarding experience. Coordinating and taking approvals from clients for market trade and coordinating with the dealer for the execution of the trade on as instructed or CMP for the client. Conducting thorough checks on bank balances and broking ledgers for clients, collecting necessary margins for trades, and ensuring proactive measures to prevent penalties by monitoring any shortfalls. Additionally, ensuring timely settlement of funds in the trading account to maintain financial integrity. Taking care of AIF, PMS, Mutual Fund Transactions, Equity market trades, commodity trades, LAS accounts Ensuring every Drawdown for the AIFs are paid on time by tracking the last drawdown date and sending reminder mail well in advance to the client and even calling and informing about the same, providing accurate bank accounts for funds transfer. Ensuring quarterly interest payments, disbursements and loan repayments for LAS accounts are done seamlessly within deadline. Handling POA as well as executionery clients payouts and ensuring no payout is delayed Working and Assisting client and their CA for the advance tax reports, resolving quires and ensuring tax is been paid on time Managing consult, Mandate Accounts and Family office accounts transactions for the clients and their close relatives who are residing overseas. Independently conducting trainings for the service managers regarding producers and completing the task within TAT Enforcing high discipline and norm adherence, synchronizing with superiors for cross teams and innovative suggestions to improve operational functioning Participated in projects centered around fostering a digital mindset and demonstrated tangible improvements in systems. Notably, the implementation of these initiatives resulted in increased efficiency among service managers, showcasing the positive impact of the digital mindset on overall operational effectiveness. Interested candidate can reevrt back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Posted 5 days ago

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