Service Manager - Wealth

InCred Premier

5 - 10 years

5 - 7 Lacs

pune

Posted:None| Platform:

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Skills Required

customer service hni client servicing investment advisory support service manager

Work Mode

Work from Office

Job Type

Full Time

Job Description

Manage and service
High Net-Worth Individual (HNI)
clients by offering seamless support across investment products such as
Mutual Funds (MF), Alternative Investment Funds (AIF), Portfolio Management Services (PMS), and Fixed Income instruments
.
Receive and process client requests related to investments, ensuring end-to-end handling within defined
TATs
and service standards.
Coordinate closely with
Relationship Managers
to deliver prompt, accurate, and hassle-free services to clients.
Act as a liaison between
clients and internal departments
(operations, compliance, investment teams) to fulfill investment requirements and resolve queries efficiently.
Facilitate communication between
centralized processing teams
and clients, ensuring timely execution of investment transactions.
Review and scrutinize investment-related documents received from clients for accuracy and completeness.
Continuously strengthen client relationships by offering proactive service, portfolio-related assistance, and ensuring client satisfaction.
Identify potential cross-sell or upsell opportunities based on clients' portfolio needs and work in collaboration with sales teams to tap into new business avenues.

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Service Manager - Wealth

pune

5.0 - 10.0 yrs

INR 5 - 7 Lacs

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