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Motilal Oswal Financial Services (MOFSL)
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Service Relationship Manager

Service Relationship Manager

Motilal Oswal Financial Services (MOFSL)

2 - 6 years

3 - 6 Lacs

Kolkata

Posted:2 weeks ago| Platform:

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Skills Required

PMS MF AIF Excel Word PowerPoint & Outlook

Work Mode

Work from Office

Job Type

Full Time

Job Description

1) Communication

a)

For client advisory related issues and product related queries and escalations

b)

For coordinating with the operations team to ensure accurate booking of business revenue, streamlining of Ops processes and driving new initiatives in operations such as client onboarding .

c)

For resolving any queries relating to CRM and other internal applications by taking assistance of the business analyst of the PWM business

d)

To ensure adherence set IT processes and resolution of system related issues

e)

Resolution of queries

Preferred candidate profile

Educational Qualifications: MBA
Experience: 2+ Years
Domain Knowledge: Operations background required and Knowledge of the Wealth Management Business preferable

IT Skills: Proficient in MS Office products (Excel, Word, PowerPoint & Outlook)

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