Job description

Experience-3+Years
Location- Mumbai

Roles and Responsibilities

1) Critical

• Responsible for Client services as well as providing support to the Financial Advisors.
• Deal with HNIs & UHNIs and then execute their financial n nonfinancial investment transaction
• Learn advance systems for investment reporting & tracking
• Understand clients’ needs and resolve their queries.
• To coordinate with High Net Individuals (HNI) for their documentation and assist them to have their
  accounts activated
• Ensure Smooth on-boarding and creation of client in the system
• Sharing Portfolio Reports and various statements on timely basis and on customer request
• Ensuring smooth processing of Accounts and ensure clarity in documentation, with adequate record of
  updates and process flow
• Control Mechanism for all deferrals/ exceptions

2) Routine

• Seamless handling of the backend and operational requirements to keep the investment process hassle
  free and paperless
• Adhering to the processes and providing inputs to improvise it further
• Initiating client contact via phone/meetings as needed to support RMs

Role Requirements:

• Educational Qualifications: Graduation in any discipline
• Experience: 3+ Years in service role with wealth platform
• Domain Knowledge: Understanding of documents required for ac activation/ quality service