Service Relationship Manager
- Category: Customer Care
- Location: Chennai, Tamil Nadu
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 20K to 32K
- Published on: 2025/09/21
· 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
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