Overview
The position is for a well-known Wealth Boutique firm
Support & Service Delivery:
– 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 clients.
– Ensure timely resolution of queries & requirements raised by clients
– Coordinate with internal and external teams for critical & complex requirements & escalations.
– Arrange & maintain portfolio statements for Clients & Relationship managers.
– Accompany RMs for client visits as and when required.
– Ensure B’day, anniversary greetings and festival greetings are sent timely
Account Opening & Documentation
– 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
Transaction processing & Portfolio Updations
– 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 & Inflows.