Job Requirements:

• Minimum 5 years of relevant experience in handling client servicing for wealth management
• Must have a service-oriented approach

Job Responsibilities:

• Engage proactively with clients and be their single point of contact for all service- related requirements.
• Be hands on and provide best in class service to
• Ensure timely resolution of queries & requirements raised by clients
• Coordinate with internal and external teams for critical & complex requirements &
• Arrange & maintain portfolio statements for Clients & Relationship
• Accompany RMs for client visits as and when
• Ensure B’day, anniversary greetings and festival greetings are sent timely
• Onboard new clients and fulfil all KYC requirement and account activation for clients across the products offered by our platform
• Have thorough knowledge and process critical documentations for all products and keep up breast with latest developments & regulatory requirements
• Arrange & manage entire documentation for Bank/Demat/Broking account opening
• Ensure timely revert to clients & respective RMs towards pending documentations
• Ensure duly completed account opening forms with required supporting documents are sent for processing with zero error
• Maintain MIS for pending documents & waivers granted & ensure timely follow up & closure
• Execution of all types of financial and non-financial transactions across products offered by our platform within TAT
• Ensure timely and accurate processing of investment transactions (POA and executionary) for all products – ex: MFs, PMS, Structured products, Bonds, NCDs, Real estate funds etc.
• Manage & coordinate all Equity & Debt PMS redemptions &

Minimum 5 years of relevant experience in handling client servicing for wealth management products.