Service Partner

• Build strong and active relationships with clients (UHNI/ Family Offices).
• Ensure quick resolution and keeping client informed about the progress for their transactions.
• Ensure highest level of customer satisfaction and absence of problem incidence.
• Proactively escalating potential issues/concerns.
• Providing MIS and statements as required by clients. Liaise with various internal and external operations teams to keep a track of all customer investments/queries.
• Ensuring account opening and documentation is completed within TAT.
• Ensuring internal and external regulatory guidelines are followed.
• Suggesting internal process improvements.
• Maintaining and updating of client records at periodic intervals and acting as a sole point of contact for RM’s, Clients and the Operations Team.

Mandatory Requirement:

Client Segment Managed - UHNI/ Family Office

Product Understanding - PMS and AIFs