Service Relationship Manager

Job Description

Profile: Service Relationship Manager Wealth (SMC Private Wealth) Location: Mumbai (Goregaon East) Working Location: 5 days (Mon-Fri) Job Requirement: Provide fundamental support in all phases of client service, client relationship building, and account maintenance to assist the business activities of Relationship Managers. Handling Client Requests for Investment in Mutual Funds, PMS, AIF, and Bonds. Processing client KYC in Mutual funds for Resident individuals, NRI & Company accounts. Opening Investment accounts of Residents, NRI, and Company clients. Processing Broker code change and bank Mandate in client Mutual Fund Investment. Documenting PMS, AIF, and Bonds application of client Every Month send reports to the client of their investments. Following up with a client to update the Nominee in an Investment account, Demat account, and Deposit account. Interacting with clients once in quarter. Following Up with Branches to process Branch related requests of the client Handling saving account opening and NRI account opening. Handling queries of NRE, NRO, and FCNR accounts and opening accounts as well. Handing complete demat operations and also open demat and trading accounts for residents and NRI. Opening PPF, NPS, and Sukanya accounts and providing the product information to the customer. Handling loan account queries of client knowledge in locker operations. Processing outward remittances for resident and Nonresident clients also issuing travel cards to clients. Updating KYC for resident, NRI, and current account clients. Handling death cases in savings and mutual funds of HNI clients. Updating FATCA for NRI and Resident customers. Processing Retail and Corporate Net banking. Processing tax payments for resident and corporate customers. Handling mutual fund queries of residents and NRI customers. Company URL: https://www.smctradeonline.com/ https://pmsgrowth.smcprivatewealth.com/ apply now or share your CV at monika@smcinvestments.co.in