Service Relationship Manager

Service Relationship Manager

Role: Service Relationship Manager

Department: Wealth Management

Location: Mumbai

Job role:

1. Provide client service support in :

• Accepting and placing transaction orders upon RM and /or client request
• Ensure smooth processing of Accounts with healthy first pass scores and ensure clarity in documentation, with adequate record of updates and process flow.
• Responding to client inquiries on documentation, account balances, account activity, statement information, securities transfers, security information, general product and/or service information Research and initiate corrections in transaction and/or account errors.
• Liaison with Operations/Product teams, group service providers and dealers.
• Create MIS reports of the client portfolio.
• Servicing of Banking customers in terms of cheque referrals, statement requirements, Re-KYC, Risk Profiling.
• Ensure compliance and processes are adhered to in all internal and external communications.
• Handling of NRI clients.
• Handling of Trade and Forex Transactions.

2. Provide support to the company and/or Management by:

• Maintaining existing accounts through excellent client service, creating and maintaining client files, obtaining required documentation.
• Initiating client contact via phone/meetings as needed to support RMs.
• Relationship deepening.
• Review client portfolios with RM for improvement in services .
• Control Mechanism for all deferrals/ exceptions.
• Pro-activeness in enhancing existing processes & controls.
• Ensuring regular updating of Risk Profiling and Family Mapping of all customers.
• Ensuring all customers of the Bank are KYC compliant.
• Fulfilling Internal Audit and Internal control requirements.

3. Cross Sell of Savings Bank a/c’s and Addition of Hooks into existing and new a/c’s:

• Opening New Savings Bank a/c of Existing WM customers/family members.
• Get existing customers to primarily bank with us by creating Hooks (i.e. Bill pay/Tax Registration/ASBA/Auto Pays,…etc.) in their bank a/c.

Requirements:

• Proficient in Microsoft Applications - Excel, Word & PowerPoint.
• Strong Communication and Interpersonal Skills.
• Experience in investment/financial services.
• Knowledge of Financial Products and Systems.
• Knowledge of Banking Products, Processes and Systems.
• Achieving Cross sell targets on Banking products (Savings Accounts and Hooks).
• Relationship Building.

mansi@thepremierconsultants.com

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