Service Relationship Manager Motilal Oswal Wealth Limited
Motilal Oswal Wealth Limited
Office Location
Full Time
Experience: 3 - 3 years required
Pay:
Salary Information not included
Type: Full Time
Location: All India
Skills: Client Services, Documentation, Onboarding, MS Office, Financial Advisors, HNIs, UHNIs, Investment transaction, Investment reporting, client needs, Portfolio Reports, Account processing, Control Mechanism
About Motilal Oswal Wealth Limited
Job Description
Job Purpose: Ensure clients receive exceptional service while the business's sales goals are supported. They work to develop and implement client service strategies that will increase sales while providing a positive experience for all clients. Key Deliverables: 1) Critical Responsible for Client services as well as providing support to the Financial Advisors. Deal with HNIs & UHNIs and then execute their financial and non-financial 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 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 IT Skills: MS Office,