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Service Relationship Manager at Premier Consultants,Ahmedabad (Job in Ahmedabad)

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Job Description:Dear Candidate, Greetings of the Day! This is regarding the opening with A Leading Private Sector Bank for Service Relationship Manager and the Job Description is as mentioned below for your information: Division : Wealth Management Location : Mumbai, Bangalore JOB DESCRIPTION: Provide client service support in : Accepting and placing orders upon RM and /or client request Ensure smooth processing of Accounts and ensure clarity in documentation, with adequate record of updates and process flow Selling of financial products to customer Responding to client inquiries on account 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 team, group service providers and dealers Create MIS reports of the client portfolio. 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 Handling any documentation, information collation, as required Review client portfolios with RM for improvement in services Control Mechanism for all deferrals/ exceptions Pro-activeness in enhancing existing processes & controls If this excites you do send us the following at email address [email protected] m or Audibly at 9601882882 1. Updated CV 2. Current Salary 3. Expected Salary 4. Notice Period The package offered would be the best in industry Kind Regards, Lavina Lalwani. Website:-

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Posted on: Wednesday, 21 March, 2018  09:04
Expires On: Tuesday, 24 December, 2019  18:30

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