Service RM & Operations
Role: Service RM & Operations
Description: The Candidate should have a strong communication and interpersonal skills and the ability to build and maintain relationships. The candidate should be very good with numbers and must be a strategic thinker who has ability to analyze and solve problems quickly. One should be Intuitive to customers’ needs.
Qualification: Post Graduate in commerce (PGDM/ MBA/ M.com), Preferable- should have scored good marks in Higher Schooling- 10th & 12th Standard.
Skills: Expertise hand over Microsoft excel, ability to work well with others and lead a team, attentive to detail and organized, must be self-motivated, flexible and able to manage several jobs at one time.
Language: Candidate should be proficient in English & Hindi
Experience: Minimum 2-3 years of experience in the relevant industry.
Role & Learning’s: Via this job candidate will have an international exposure. As the company has global footprints; role will revolve around dealing with analysis of global products and developing understanding of those verticals. Key Roles:
Client Servicing- HNI Clients and other wealth clients.
Produce monthly client portfolio reports, which include key metrics, financial results, and variance reporting
Assist in performing the portfolio audit of all the prospects and preparing a quick summary presentation
Being a wealth advisor managing all the activities of the client’s portfolio with the senior management.
Coordinating with several internal & outsourced teams, agencies, banks etc. Controlling/tracking of all the documents and keeping logs of all the data Monthly cashflows of clients.
Execution of the Indian & Foreign Funds
Post execution – perform client specific reconciliation Tracking the third-party investments made by clients, seeking reports etc for analysis
Checking internal software/reporting system for periodic accuracy
Record all the queries and keep a track of deliverables
Co-ordination with clients for all periodic bank statements and other statements and inform the product/research team
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