5 - 10 years
3 - 7 Lacs
Posted:2 weeks ago|
Platform:
Work from Office
Full Time
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 Bday, 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. Qualification: Graduate Minimum 5 years of relevant experience in handling client servicing for wealth management products Must have a service-oriented approach
Spark Capital Advisors I
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