Role & responsibilities :- To trace opportunities for improving the service proposition and implement them To assist RM in resolution of escalated queries / complaints related to operations To co-ordinate with the third parties for ensuring early resolution of issues / requests from clients To undertake projects relating to client services operations To handle escalated transactions of high value customers To send MIS or market reports to clients on timely basis To make monthly and quarterly market reports / presentations. Desired profile:- To resolve client inquiries, and making sure key client information and documentation is up to date To onboard new client accounts, which includes the collection of required documentation and client information To perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage , business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance Good Communication Skills Spoken and written English Good with Microsoft Office and Excels Relationship skills necessary to manage high end distributors & investors Basic knowledge of MF products & Market knowledge High Enthusiasm & Aggression
Role & responsibilities :- To trace opportunities for improving the service proposition and implement them To assist RM in resolution of escalated queries / complaints related to operations To co-ordinate with the third parties for ensuring early resolution of issues / requests from clients To undertake projects relating to client services operations To handle escalated transactions of high value customers To send MIS or market reports to clients on timely basis To make monthly and quarterly market reports / presentations. Desired profile:- To resolve client inquiries, and making sure key client information and documentation is up to date To onboard new client accounts, which includes the collection of required documentation and client information To perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage , business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance Good Communication Skills Spoken and written English Good with Microsoft Office and Excels Relationship skills necessary to manage high end distributors & investors Basic knowledge of MF products & Market knowledge High Enthusiasm & Aggression