a. Provide client service support in :
i. Accepting and placing orders upon RM and /or client request
ii. Ensure smooth processing of Accounts and ensure clarity in documentation, with adequate record of updates and process flow
iii. Selling of financial products to customer
iv. Responding to client inquiries on account documentation, account balances, account activity, statement information, securities transfers, security information, general product and/or service information
v. Research and initiate corrections in transaction and/or account errors
vi. Liaison with Operations team, group service providers and dealers
vii. Create MIS reports of the client portfolio.
b. Provide support to the company and/or Management by:
i. Maintaining existing accounts through excellent client service, creating and maintaining client files, obtaining required documentation
ii. Initiating client contact via phone/meetings as needed to support RMs.
iii. Relationship deepening
iv. Handling any documentation, information collation, as required.
v. Review client portfolios with RM for improvement in services
vi. Control Mechanism for all deferrals/ exceptions
vii. Pro-activeness in enhancing existing processes & controls