Relationship Manager - Sales/Service - Wealth Management - Bank (3-15 Yrs) Kerala/Trivandrum/Thiruvananthapuram/Kolkata/Cochin/Kochi (BFSI Sales)

As a Service Relationship Manager, they will play a crucial role in supporting the overall client service operations for high-net-worth clients. They will be responsible for ensuring efficient and effective back-office support and service support to enhance the client experience and streamline internal processes.Essential Duties and Responsibilities: - Manage and process client account transactions, including transfers, withdrawals, and account maintenance activities, with accuracy and compliance.- Coordinate with internal teams, such as Operations, Compliance, and IT, to resolve RM/client service issues, inquiries, and escalations promptly.- Maintain comprehensive records and documentation of client interactions, transactions, and service requests.- Co-ordinate with exchanges, AMCs, RTAs and all stakeholders to ensure all financial and non financial transactions are done accurately, timely and orderly.- Generate and analyze reports related to client accounts, activities, and performance metrics to support decision-making and operational efficiency.- Identify trends, issues, and opportunities for process improvements in back-office operations and client service delivery.- Ensure adherence to regulatory requirements, company policies, and industry standards in all back-office activities and client transactions.- Conduct periodic reviews and audits of client accounts and documentation to mitigate risks and maintain data integrity.Personnel Specification-- Education Bachelors/Masters Degree from a accredited college- Experience 3 years of experience in back-office operations or support roles within the Banks, wealth management, AMCs or financial services industry.Skill Sets- Strong knowledge of financial products, account management processes, and regulatory requirements.- Proficiency in CRM software, Microsoft Office Suite, and data analysis tools.- Detail-oriented with excellent organizational, communication, and problem-solving skills.- Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.Behavioural Competencies- Service oriented- Perseverance- Interpersonal skills- Cultural sensitivity- Willingness to learn- Initiative- Teamwork and Cooperation- Result Oriented- Creativity and Innovation- Communication and courtesy to customersCertifications - Mandatory certifications must be acquired as per the Industrial - Certification policy of the Company. (ref:updazz.com)

Payroll Type : Permanent