Provide fundamental support in all phases of client service, client relationship buildingand account maintenance to assist the business activities of Relationship ManagersAssisting Sales on Service queries and resolution of Investor and distribution queriesProcessing client KYC in mutual funds for resident Individual, NRI and companyaccountsDocumenting PMS, AIF and Bonds application of clientProcessing Broker code change, Bank Mandate in client Mutual Fund InvestmentMaintaining and publishing productivity report at Unit LevelIdentifying gaps and ensuring it closureProviding services to Preferred Clients in mutual fund, MarketLinked Debentures and other Investment productsAssisting RMs in Signing on new clients and helping them through onboarding processMaintaining, Publishing and Reporting Unit level business data with revenueCross-training existing employees to maximize team agility and performance.Assisting the team in Onboarding and Exit Formalities
Job Title
Service Manager