Service Relationship Manager Private Banking

Year Mumbai, Maharashtra, India

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Regular co-ordination with PMS houses and Wealth management firms for transaction reports of direct equity trades.
Preparation of MGT forms as per the Companies Act and ensuring compliance within the statutory deadline
Responding to MGT related queries on emails / calls with the company in a timely manner
Assistance in fund transfers / payments to vendors through RTGS / NEFT / Internal transfers
Assisting the team with data required to update books of accounts of clients, preparation of income tax computation and filing of tax returns
Preparation and publishing business MIS at set frequency
Assistance in carrying out diligence checks through bank system prior to onboarding of client

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