Service Relationship Manager

3 - 7 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Service Relationship Manager, you will play a crucial role in supporting the overall client service operations for high-net-worth clients. Your responsibilities will include ensuring efficient and effective back-office support and service to enhance the client experience and streamline internal processes. Key Responsibilities: - Manage and process client account transactions accurately and in compliance with regulations. - Coordinate with internal teams to resolve RM/client service issues promptly. - Maintain comprehensive records of client interactions, transactions, and service requests. - Coordinate with exchanges, AMCs, RTAs, and stakeholders to ensure accurate and timely transactions. Reporting and Analysis: - Generate and analyze reports related to client accounts, activities, and performance metrics. - Identify trends, issues, and opportunities for process improvements. Compliance and Risk Management: - Ensure adherence to regulatory requirements, company policies, and industry standards. - Conduct periodic reviews and audits of client accounts to mitigate risks and maintain data integrity.,

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