Service Relationship Manager - Wealth Management Firm (4-5 Yrs) Ahmedabad (After-Sales/Customer Service)

1 Engagement & Satisfaction : Build and maintain strong client relationships, ensuring high satisfaction levels.2 Issue Resolution : Promptly address and resolve client concerns, keeping them informed throughout the process.3 Product Knowledge : Possess in-depth understanding of financial products like Mutual Funds, PMS, AIF, Structured Products, Bonds, and NCDs.4 Documentation & Compliance : Ensure accurate and timely completion of account openings and adherence to regulatory requirements.5 Reporting : Provide clients with necessary MIS reports and statements6 Collaboration : Coordinate with internal and external teams to track and manage client investments and queries.7 Record Management : Regularly update and maintain client records.8 Regulatory Adherence : Comply with all internal and external regulatory mandates.Budget upto 13LPANOTE :- People in Wealth Management Company should Apply only with minimum 4 yrs of experience . (ref:updazz.com)

Payroll Type : Permanent