Job Description

The position is for a well-known Wealth Boutique firm

Support & Service Delivery:

- Engage proactively with clients and be their single point of contact for all service-related requirements.

- Be hands on and provide best in class service to clients.

- Ensure timely resolution of queries & requirements raised by clients

- Coordinate with internal and external teams for critical & complex requirements & escalations.

- Arrange & maintain portfolio statements for Clients & Relationship managers.

- Accompany RMs for client visits as and when required.

- Ensure B\'day, anniversary greetings and festival greetings are sent timely

Account Opening & Documentation

- Onboard new clients and fulfil all KYC requirement and account activation for clients across the products offered by our platform

- Have thorough knowledge and process critical documentations for all products and keep up breast with latest developments & regulatory requirements

- Arrange & manage entire documentation for Bank/Demat/Broking account opening

- Ensure timely revert to clients & respective RMs towards pending documentations

- Ensure duly completed account opening forms with required supporting documents are sent for processing with zero error

- Maintain MIS for pending documents & waivers granted & ensure timely follow up & closure

Transaction processing & Portfolio Updations

- Execution of all types of financial and non-financial transactions across products offered by our platform within TAT

- Ensure timely and accurate processing of investment transactions (POA and executionary) for all products - ex: MFs, PMS, Structured products, Bonds, NCDs, Real estate funds etc.

- Manage & coordinate all Equity & Debt PMS redemptions & Inflows.

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