Job Description
· Provide client service support in:
o Processing of Error Free transactions basis the client consent. Handling transactions like Mutual Funds, Equity Trade, Structure Product Trades, Bond Trade, AIF etc.
o Effectively liasoning with the documentation team, client and RM for end to end smooth processing
o To ensure complete resolution of queries and co-ordinate till the accounts are opened
o Query Resolution within specific TAT
o Liaison with Operations/ Product teams, group service providers and dealers for product & process classification
o Coordination for client birthday’s gifts, gifting on special occasions and client events.
o Sending reports to the clients as per the request given by the client.
o Servicing of Banking customers in terms of cheque referrals, statement requirements, Re-KYC & Risk Profiling
o Ensure compliance and processes are adhered to in all internal and external communications
· Provide support to the company and/or Management by:
o Maintaining existing accounts through excellent client service, creating and maintaining client files, obtaining required documentation
o Initiating client contact via phone/meetings as needed to support RMs
o Relationship deepening
o Review client portfolios with RM for improvement in services
o Control Mechanism for all deferrals/ exceptions
o Pro-activeness in enhancing existing processes & controls
o Fulfilling Internal Audit and Internal control requirements
• Proficient in Microsoft Applications - Excel, Word & PowerPoint
• Strong Communication and Interpersonal Skills
• Experience in investment/financial services
• Knowledge of Financial Products, Process and Systems
o Processing of Error Free transactions basis the client consent. Handling transactions like Mutual Funds, Equity Trade, Structure Product Trades, Bond Trade, AIF etc.
o Effectively liasoning with the documentation team, client and RM for end to end smooth processing
o To ensure complete resolution of queries and co-ordinate till the accounts are opened
o Query Resolution within specific TAT
o Liaison with Operations/ Product teams, group service providers and dealers for product & process classification
o Coordination for client birthday’s gifts, gifting on special occasions and client events.
o Sending reports to the clients as per the request given by the client.
o Servicing of Banking customers in terms of cheque referrals, statement requirements, Re-KYC & Risk Profiling
o Ensure compliance and processes are adhered to in all internal and external communications
· Provide support to the company and/or Management by:
o Maintaining existing accounts through excellent client service, creating and maintaining client files, obtaining required documentation
o Initiating client contact via phone/meetings as needed to support RMs
o Relationship deepening
o Review client portfolios with RM for improvement in services
o Control Mechanism for all deferrals/ exceptions
o Pro-activeness in enhancing existing processes & controls
o Fulfilling Internal Audit and Internal control requirements
• Proficient in Microsoft Applications - Excel, Word & PowerPoint
• Strong Communication and Interpersonal Skills
• Experience in investment/financial services
• Knowledge of Financial Products, Process and Systems
💡 Quick Summary
Seeking a career-building opportunity? The Service Relationship Manager position is now open for candidates interested in the Customer Care sector. This role in Chennai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Customer Care is a plus.