Service Relationship Manager

Premier Consultants
  • Bangalore, Chennai, Delhi
  • 10-11 lakh
  • 2-7 years
  • Views
  • 23 Nov 2016

  • Operations

  • Banking - Retail
Job Description

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

Competencies/Skill sets for this job

Service Information Liaison Documentation Client Portfolios

Job Posted By

About Organisation

Premier Consultants